Shane Lunneborg (CRD# 6168660) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Newport Beach, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | San Diego, CA | Dec 2022 - Current | 1 |
| Charles Schwab Bank, Ssb | San Diego, CA | Aug 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | San Diego, CA | Aug 2022 - Current | 1 |
| Td Ameritrade, Inc. | San Diego, CA | Jan 2022 - Dec 2022 | < 1 |
| Td Ameritrade Investment Management, LLC | San Diego, CA | Jan 2022 - Dec 2022 | < 1 |
| Charles Schwab Bank, Ssb | Newport Beach, CA | Mar 2021 - Jan 2022 | < 1 |
| Charles Schwab & Company, Inc. | Newport Beach, CA | Feb 2013 - Jan 2022 | 8 |
| Schwab Private Client Investment Advisory | Phoenix, AZ | Mar 2019 - Mar 2021 | 2 |
| Charles Schwab Bank | Phoenix, AZ | Sep 2014 - Feb 2019 | 4 |
| Maya Day And Nightclub | Scottsdale, AZ | Apr 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2013 |
- CA
- TX
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Total Assets Under Management0MILLIONS
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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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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