Lauren Elizabeth Driver Mathers

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

• 08/2015 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 10/2016 → 03/2017
  Charles Schwab Bank
  Phoenix, AZ
• 02/2020 → 08/2020
  Charles Schwab Bank Ssb
  Westlake, TX

Previous Registrations

• 2022-02-23 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Omaha, NE
• 2013-03-04 → 2015-08-19
  Td Ameritrade, Inc.
  Fort Worth, TX
  Omaha, NE
  Plano, TX
  Fort Worth, TX
• 2013-03-04 → 2015-08-19
  Td Ameritrade Investment Management, Llc
  Plano, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-03-01
• S63 Uniform Securities Agent State Law Examination
  2011-07-18

Designations

• Certified Financial Planner

Other Names

• Lauren Elizabeth Mathers
• Lauren Elizabeth Villegas
• Lauren Elizabeth Driver Mathers