Benjamin Lundquist (CRD# 5284490) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 16 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Sunnyvale, CA | Mar 2021 - Current | 3 |
| Charles Schwab Bank, Ssb | Sunnyvale, CA | Mar 2021 - Current | 3 |
| Td Ameritrade | Cupertino, CA | Jun 2020 - Jan 2021 | < 1 |
| Us Bank | Los Gatos, CA | May 2017 - May 2020 | 3 |
| U.s. Bancorp Investments, Inc. | Los Gatos, CA | May 2017 - May 2020 | 3 |
| Unemployed | San Jose, CA | Feb 2016 - May 2017 | 1 |
| 360 Payment Solutions | Campbell, CA | Oct 2015 - Feb 2016 | < 1 |
| Unemployed | San Jose, CA | Oct 2014 - Oct 2015 | 1 |
| Fidelity | Campbell, CA | Jun 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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