Lauren Elizabeth George

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

• 07/2018 → 07/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2018 → 07/2018
  Ramsey Debt Relief
  Phoenix, AZ
• 05/2017 → 06/2018
  Scribeamerica
  Phoenix, AZ
• 08/2013 → 05/2017
  University Of Arizona
  Tucson, AZ
• 07/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2022 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2021-07-19 → 2022-07-19
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-07-09
• S63 Uniform Securities Agent State Law Examination
  2018-09-10

Designations

• Certified Financial Planner

Other Names

• Lauren Elizabeth Lakes
• Lauren Lakes