Best Investors Account Sign in

Daniel Alan Lujan

Charles Schwab & Co., Inc.

Henderson, NV

Westlake, TX

CRD 5322570

Claim This Profile
Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2022-10-21
  • NV RA
    APPROVED
    Since 2022-10-21

Branch Locations

Henderson, NV • United States

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Home Mortgage Henderson NV 01/2015 06/2020
Guaranteed Rate Henderson NV 06/2020 08/2021
Citigroup Henderson NV 08/2021 08/2022
Charles Schwab Premier Bank, Ssb Henderson NV 09/2022 Present
Charles Schwab & Co., Inc. Henderson NV 09/2022 Present
Charles Schwab Bank Ssb Henderson NV 12/2025 Present
  • 01/2015 → 06/2020
    Wells Fargo Home Mortgage
    Henderson, NV
  • 06/2020 → 08/2021
    Guaranteed Rate
    Henderson, NV
  • 08/2021 → 08/2022
    Citigroup
    Henderson, NV
  • 09/2022 → Present
    Charles Schwab Premier Bank, Ssb
    Henderson, NV
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Henderson, NV
  • 12/2025 → Present
    Charles Schwab Bank Ssb
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-28
S63 Uniform Securities Agent State Law Examination 2007-06-25
  • S66 Uniform Combined State Law Examination
    2021-06-28
  • S63 Uniform Securities Agent State Law Examination
    2007-06-25
Designations
  • Certified Financial Planner
Other Names
  • Daniel Lujan

View on SEC IAPD

More in Henderson, NV

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor