Lilibeth Berumen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2016
  Wells Fargo Advisors Llc
  Schaumburg, IL
• 11/2015 → 10/2022
  Wells Fargo Bank, Na
  Schaumburg, IL
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
• 10/2022 → Present
  Charles Schwab Premier Bank, Ssb
  Maywood, IL
• 10/2022 → Present
  Charles Schwab & Co., Inc.
  Maywood, IL
• 12/2025 → Present
  Charles Schwab Bank
  Maywood, IL

Previous Registrations

• 2021-03-05 → 2022-09-29
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
  Chicago, IL
  Elmhurst, IL
  Westchester, IL
  Westchester, IL
  Chicago, IL
  Tarpon Springs, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-03-05
• S63 Uniform Securities Agent State Law Examination
  2010-07-09

Other Names

• Lili Cabrales
• Lilibeth Cabrales
• Lili Berumen