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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lord is a financial advisor with Schwab Wealth Advisory, Inc. based in Phoenix, Arizona. Christopher has been in the industry since 2003. He specializes in providing financial planning and portfolio management services to individuals and businesses. Christopher holds a Series 7, Series 10, Series 24, Series 51, and Series 66 licenses. He is also a Certified Financial Planner. Prior to joining Schwab Wealth Advisory, Inc., Christopher worked for USAA Investment Services Company and USAA Financial Advisors, Inc. in Tampa, Florida. He also has experience with Charles Schwab & Co., Inc. and Banc of America Investment Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
08/05/2021 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
FL
05/20/2020 - 12/16/2020
USAA INVESTMENT SERVICES COMPANY (TAMPA FL)
FL
10/04/2007 - 07/10/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
AZ
11/10/2006 - 09/21/2007
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
12/04/2002 - 10/06/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SUN CITY AZ)
TX
09/11/2000 - 03/26/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 1/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/24/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/30/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/5/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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