Lauren Elizabeth Maston

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

• 01/2017 → 12/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2020 → 12/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2015 → 11/2016
  Calistoga Ranch, Auberge Resorts
  Calistoga, CA
• 02/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 11/2016 → 12/2016
  Na - Extended Holiday
  Santa Rosa, CA

Other Businesses

1) Rainbow Reef Enterprises LTD | Investment Related:No|Real Estate (Non-Agent/Broker)|Co-Owner/Director|6/1/2008|Less than 20|0|Promote the development, construction, and marketing of real estate of a particular plots of land in Fiji (Waitatavi Bay). The scope of the company is limited to this land parcel. Plots may be developed and constructed into homes/units which can be fully purchases, partially purchased or rented out.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-10

Other Names

• Lauren Maston