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Evan Matthew Luchs

Charles Schwab & CO., Inc.

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About Evan Matthew Luchs

Evan Matthew Luchs is an active investment advisor representative with Charles Schwab & CO., Inc. Evan has been in the industry since July 2022. Evan holds Series 63, 65, 7TO and SIE licenses. Evan is registered in California and Florida and specializes in Portfolio Management for individuals and selection of other advisers. Evan is also a financial planning advisor. Evan is affiliated with Charles Schwab & CO., Inc. Evan's previous employment history includes positions at LSQ, Aflac, University of Central Florida, Charles Schwab & Co., Inc. and Moe's Southwest Grill.

Firm Information

Evan Luchs 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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Evan Luchs’s Registration & Firm History

FL

08/05/2022 - Present

Charles Schwab & CO., Inc. (Orlando FL)

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Licenses & Designations

BC

Issued 08/31/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Evan Matthew Luchs.
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