Mark Anthony Luna

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

• 04/2015 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Other Businesses

1) Luna Verde LLC|Investment Related: No|475 N 9th St. Unit 205, Phoenix, Arizona, 85006, USA|Real Estate (Non-Agent/Broker)|Owner|3/15/2024|Less than 20 hour/month - 0 during trading hours|Own a rental property, creating LLC for liability protection/separation of personal assets.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-10
• S63 Uniform Securities Agent State Law Examination
  2015-09-05

Other Names

• Mark Luna