Lauren Dalton, CFP®

VP - Financial Consultant

+1 281-296-0630

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Private Client Banker, AVP, JPMorgan Chase Bank, 2019-2021
  • Investment Advisor, SWBC Investment Services, 2017-2019
  • Financial Specialist, PNC Bank, 2016-2017
  • Retirement Solutions, Fidelity Investments, 2014-2016

Education

  • BA, Political Science, Wright State University

Personal interests and affiliations

  • The Woodlands Chamber of Commerce

Standard mailing address:

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

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