Ronda Jean Lahey

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

• 11/1999 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ
• 06/2005 → 02/2020
  Charles Schwab Bank
  Phoenix, AZ

Other Businesses

1) Arizona Home Rental| Not investment related| W Bloomfield Rd., Glendale, AZ 85304 | Rental Services - Home owner| Start 06/27/2017| Less than 20 hours/month - 0 during trading hours| I own the home and collect rent.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-04
• S63 Uniform Securities Agent State Law Examination
  2000-03-31

Other Names

• Ronda Jean Green
• Ronda Lahey
• Ronda J Lahey