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Daniel Ryan Lightner

Charles Schwab & CO., Inc.

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About Daniel Ryan Lightner

Daniel Ryan Lightner is a financial advisor with Charles Schwab & CO., Inc. Daniel has been in the financial industry since 2012. He holds FINRA Series 7, 6, and 63 registrations, as well as state licenses in Nebraska. Daniel also holds the Series 65 license, a state-level license to provide investment advice.

Firm Information

Daniel Lightner 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 Lightner’s Registration & Firm History

CO

06/28/2022 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

PA

11/03/2021 - 04/29/2022

BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)

TX

03/02/2021 - 07/13/2021

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NE

12/16/2014 - 06/22/2021

TD AMERITRADE, INC. (OMAHA NE)

NE

06/17/2013 - 12/16/2014

TD AMERITRADE CLEARING, INC. (OMAHA NE)

NE

05/01/2012 - 01/25/2013

PACIFIC SELECT DISTRIBUTORS, INC. (OMAHA NE)

NE

11/22/2011 - 03/16/2012

PRUCO SECURITIES, LLC. (OMAHA NE)

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Licenses & Designations

IA

Issued 09/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2011

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 Ryan Lightner.
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