Margaret Elizabeth Hernandez

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

• 01/2017 → 05/2017
  Butler University
  Indianapolis, IN
• 08/2016 → 12/2016
  Brooksource
  Indianapolis, IN
• 07/2017 → 07/2020
  Charles Schwab & Co., Inc.
  Burlington, MA
• 08/2013 → 05/2017
  Butler University
  Indianapolis, IN
• 01/2019 → 07/2020
  Charles Schwab Bank
  Burlington, MA
• 08/2020 → 08/2021
  Fidelity Investments
  Oak Brook, IL
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL
• 09/2021 → Present
  Charles Schwab Bank, Ssb
  Chicago, IL
• 05/2017 → 07/2017
  Summer Travel
  Naperville, IL

Previous Registrations

• 2020-08-21 → 2021-08-30
  Fidelity Personal And Workplace Advisors
  Oak Brook, IL
• 2017-12-12 → 2020-08-05
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Chestnut Hill, MA
  Burlington, MA

Exams

• S66 Uniform Combined State Law Examination
  2017-12-11

Designations

• Certified Financial Planner

Other Names

• Margaret E Lies
• Maggie Lies
• Margaret Elizabeth Lies