Kayla Lukehart, CFP®

VP - Financial Consultant

+1 262-785-3148

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Business Development Specialist, TD Ameritrade, 2016-2022

Education

  • BS, Business Finance, San Diego State University
  • Minor, Business Management, San Diego State University
  • Northwestern University, School of Professional Studies-Certified Financial Planner

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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