Best Investors Account Sign in

Francisco Lorenzo Vigil

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7966334

Claim This Profile
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
CO RA APPROVED 2026-04-03
  • CO RA
    APPROVED
    Since 2026-04-03

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Rio Grande Ace Hardware Taos NM 06/2013 05/2020
Southwest Capital Bank Albuquerque NM 06/2020 08/2021
Walmart Colorado Springs CO 02/2024 05/2024
Centinel Bank Of Taos Taos NM 08/2021 09/2024
Charles Schwab & Co., Inc. Lone Tree CO 09/2024 Present
  • 06/2013 → 05/2020
    Rio Grande Ace Hardware
    Taos, NM
  • 06/2020 → 08/2021
    Southwest Capital Bank
    Albuquerque, NM
  • 02/2024 → 05/2024
    Walmart
    Colorado Springs, CO
  • 08/2021 → 09/2024
    Centinel Bank Of Taos
    Taos, NM
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-03
S63 Uniform Securities Agent State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2026-04-03
  • S63 Uniform Securities Agent State Law Examination
    2025-01-31

View on SEC IAPD

More in Lone Tree, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor