Brett Lungaretti, financial advisor Scottsdale AZ
93 score

Brett Lungaretti

CRD Number: 2988103
Current Firm: Charles Schwab & Company, Inc.

Brett Lungaretti (CRD# 2988103) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lungaretti Flooring Solutions, LLC Phoenix, AZ Aug 2013 - Current 3
Charles Schwab Bank Scottsdale, AZ Mar 2007 - Current 9
Charles Schwab & Company, Inc. Scottsdale, AZ Nov 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Brett Lungaretti
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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