Anthony Lobalbo, financial advisor McLean VA
93 score

Anthony Lobalbo

CRD Number: 5418679
Current Firm: Charles Schwab & Company, Inc.

Anthony Lobalbo (CRD# 5418679) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in McLean, VA and has over 8 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor McLean VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor McLean VA
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor McLean VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Charles Schwab Bank Tysons Corner, VA Jul 2015 - Current 1
Charles Schwab & Company, Inc. Tysons Corner, VA Jul 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg, VA May 2013 - Jul 2015 2
Bank Of America, N.a. Gainesville, VA May 2012 - May 2013 1
Banc Of America Investment Services, Inc. Reston, VA Oct 2008 - May 2012 3
Ameriprise Financial Services,inc. Vienna, VA Feb 2008 - Oct 2008 < 1
Tgi Fridays Fairfax, VA Sep 2007 - Feb 2008 < 1
Unemployed Scotia, NY Jun 2007 - Aug 2007 < 1
Suny Albany Albany, NY Sep 2005 - May 2007 1
Nyra Racing Association Saratoga, NY Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Anthony J. Lobalbo
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • VA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.