Lia Ashley Webb

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

• 07/2016 → 10/2016
  Brighton House Associates
  Stamford, CT
• 11/2016 → 03/2018
  Thomaspartners, Inc.
  Boston, MA
• 01/2018 → 01/2020
  Charles Schwab Investment Advisory, Inc
  Boston, MA
• 01/2020 → 10/2022
  Charles Schwab Investment Management
  Marion, MA
• 03/2022 → Present
  Charles Schwab & Co., Inc.
  Fairhaven, MA

Previous Registrations

• 2020-10-13 → 2022-10-06
  Charles Schwab Investment Management, Inc
  Boston, MA
  San Francisco, CA
• 2018-03-07 → 2020-10-28
  Charles Schwab Investment Advisory, Inc.
  Boston, MA
  San Francisco, CA
• 2017-07-07 → 2018-03-30
  Thomaspartners, Inc.
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-28

Other Names

• Lia Medina