Bailey Christopher Lockhart

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

• 06/2018 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 12/2016 → 06/2018
  Dicks Sporting Goods
  Carmel, IN
• 08/2016 → 12/2016
  N/A
  Noblesville, IN
• 03/2021 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2021-05-26
• S63 Uniform Securities Agent State Law Examination
  2019-04-29

Designations

• Certified Financial Planner

Other Names

• Bailey C Lockhart