Kristen Waggoner-Lierly

VP - Financial Consultant

+1 918-594-4681

Financial credentials

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

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Account Manager, Summit Financial Group, 2012-2020
  • Financial Advisor Associate, Morgan Stanley Smith Barney, 2010-2011

Personal interests and affiliations

  • Reading Partners

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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