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Rachel Ruth Lynch

Charles Schwab & Co., Inc.

Orlando, FL

CRD 5583578

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-12-13
  • FL RA
    APPROVED
    Since 2012-12-13

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc. Orlando FL 06/2010 Present
  • 06/2010 → Present
    Charles Schwab & Co.,Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-11
  • S66 Uniform Combined State Law Examination
    2012-12-11
Other Names
  • Rachel Luecht
  • Rachel Ruth Luecht

View on SEC IAPD

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