Randall George Lucke

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2021 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2000 → 06/2020
  American Airlines
  Fort Worth, TX
• 06/2020 → 01/2021
  N/A
  Fort Worth, TX
• 05/2023 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Other Businesses

1) Rental properties | Investment Related:No|15336 mallard creek st|roanoke|TX|76262|USA|Real Estate (Non-Agent/Broker)|Landlord|6/1/2007|Less than 20|0|I own three duplexes and collect rental income from each.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20

Other Names

• Randy Lucke
• Randall Lucke
• Randall G Lucke
• Randall George Lucke