Summer Lemmon

VP - Assistant Branch Manager

+1 916-973-3321

Financial credentials

  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

18 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2021-present
  • Client Relationship Manager, Charles Schwab & Co., Inc., 2019-2021
  • Sr. Client Service Specialist, Charles Schwab & Co., Inc., 2019-2019
  • Client Service Specialist, Charles Schwab & Co., Inc., 2013-2019
  • PWM Transition Specialist, Robert W. Baird & Co., 2009-2013
  • Transition Specialist, Brecek & Young Advisors, Inc., 2006-2009

Education

  • Bachelors of Science in Human Development, University of California Davis

Personal interests and affiliations

  • Active 20-30 of Greater Sacramento #1032, Board Director & Member, 2006-2017

Standard mailing address:

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

Additional branches

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