Alex Lallman

VP - Financial Consultant

+1 941-362-8712

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Senior Financial Consultant, TD Ameritrade, 2019-2020
  • Client Development Consultant, TD Ameritrade, 2015-2019
  • Financial Representative, TD Ameritrade, 2014-2015
  • Associate Financial Consultant, Charles Schwab, 2020-2020

Education

  • Bachelor's Degree of Business - University of Nebraska at Omaha

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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