Lance Chuck, CFP®

VP - Financial Consultant

+1 925-824-0982

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP Financial Consultant, Charles Schwab, 2022-2022
  • VP Assistant Branch Manager, Charles Schwab, 2022-2022
  • Branch Manager, TD Ameritrade, 2018-2022
  • Branch Manager, Scottrade, 2011-2018
  • Senior Stockbroker, Scottrade, 2008-2011

Education

  • California State University Hayward
  • BS, Business Administration:
  • -New Venture & Small Business Management
  • -Marketing Management

Personal interests and affiliations

  • Inspiring Connections Outdoors; Sierra Club, San Francisco Bay Chapter; Volunteer Whitewater Rafting Guide; Since 1999
  • Healing Waters Wilderness Adventures; Volunteer Whitewater Rafting Guide; Volunteer Whitewater Rafting Guide; Since 2017

Standard mailing address:

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

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