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Edward Ryan Loughry

Charles Schwab & CO., Inc.

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About Edward Ryan Loughry

Edward Loughry is a financial advisor associated with Charles Schwab & Co., Inc. Edward Loughry has been in the industry since 2001 and has 2 approved registrations in the state of Colorado and Texas. Edward Loughry holds the Series 6, 7, 26, 51 and 66 licenses and is also a Certified Financial Planner. Edward Loughry is registered with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Edward Loughry also holds the Series SIE exam.

Firm Information

Edward Loughry 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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Edward Loughry’s Registration & Firm History

CO

01/16/2017 - Present

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

CO

02/04/2011 - 08/25/2011

NEW ENGLAND SECURITIES (DENVER CO)

CO

01/17/2006 - 12/31/2010

ALLSTATE FINANCIAL SERVICES, LLC (HIGHLANDS RANCH CO)

NY

08/14/1999 - 11/11/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/15/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/11/1999

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 Edward Ryan Loughry.
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