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Daniel Alan Lujan

Charles Schwab & CO., Inc.

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About Daniel Alan Lujan

Daniel Alan Lujan is a financial advisor with Charles Schwab & CO., Inc.. Daniel Lujan has been working in the financial industry since August 20, 2016 and has passed several industry exams including the Series 6, 7, 63, 66, and SIE. Daniel Lujan has experience with several firms including Citigroup Global Markets Inc., Wells Fargo Advisors, LLC and Charles Schwab & CO., Inc.. Daniel Lujan is registered with the state of Nevada.

Firm Information

Daniel Lujan is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Daniel Lujan’s Registration & Firm History

NV

10/21/2022 - Present

Charles Schwab & CO., Inc. (Henderson NV)

NV

11/04/2021 - 08/30/2022

CITIGROUP GLOBAL MARKETS INC. (HENDERSON NV)

NV

03/03/2014 - 09/03/2014

WELLS FARGO ADVISORS, LLC (HENDERSON NV)

NV

06/25/2007 - 04/02/2012

WELLS FARGO ADVISORS, LLC (HENDERSON NV)

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Licenses & Designations

BOTH

Issued 06/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/01/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2014

Series 7 - General Securities Representative Examination

BC

Issued 06/23/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Alan Lujan.
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