Shane LunneborgCRD Number: 6168660
Current Firm: Charles Schwab & Company, Inc.
Shane Lunneborg (CRD# 6168660) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Charles Schwab Bank||Phoenix, AZ||Sep 2014 - Current||3|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Feb 2013 - Current||5|
|Maya Day And Nightclub||Scottsdale, AZ||Apr 2013 - May 2014||1|
|Us Army Reserve||Phoenix, AZ||Jan 2008 - Mar 2014||6|
|University Of Phoenix||Phoenix, AZ||Jul 2011 - Feb 2013||1|
|Blooming Desert||Mesa, AZ||Sep 2009 - Jul 2011||1|
|Full-time Education||Mesa, AZ||Aug 1995 - May 2008||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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