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Lisa Hemby

Schwab Wealth Advisory, Inc.

Greensboro, NC

CRD 6894181

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-08
  • NC RA
    APPROVED
    Since 2026-04-08

Branch Locations

Greensboro, NC • 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
Edward Jones St Louis MO 01/2018 11/2019
Lincoln Financial Greensboro NC 07/2014 01/2018
Unemployed Greensboro NC 11/2019 02/2020
Principal Securities Inc Greensboro NC 02/2020 08/2020
The Vanguard Group, Inc. Charlotte NC 08/2020 03/2026
Schwab Wealth Advisory Inc Greensboro NC 03/2026 Present
Charles Schwab & Co., Inc Greensboro NC 03/2026 Present
  • 01/2018 → 11/2019
    Edward Jones
    St Louis, MO
  • 07/2014 → 01/2018
    Lincoln Financial
    Greensboro, NC
  • 11/2019 → 02/2020
    Unemployed
    Greensboro, NC
  • 02/2020 → 08/2020
    Principal Securities Inc
    Greensboro, NC
  • 08/2020 → 03/2026
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2026 → Present
    Schwab Wealth Advisory Inc
    Greensboro, NC
  • 03/2026 → Present
    Charles Schwab & Co., Inc
    Greensboro, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-20
  • S66 Uniform Combined State Law Examination
    2018-07-20
Designations
  • Certified Financial Planner
Other Names
  • Lisa Angelica Hemby
  • Lisa Hemby

View on SEC IAPD

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