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Lana Rae St.john

Schwab Wealth Advisory, Inc.

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About Lana Rae St.john

Lana Rae St.john is a financial advisor at Schwab Wealth Advisory, Inc. Lana has been in the financial industry since 1990. Lana holds Series 7, 9, 10, 63 and 66 securities licenses. Lana is registered to provide investment advice in 51 states and the District of Columbia. Lana also holds an Investment Advisor Representative license in Colorado and Texas. Lana previously worked at Dillon Securities, Inc., Gilbert Marshall & Company and Kober Financial Corp.

Firm Information

Lana St.john is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Lana St.john’s Registration & Firm History

CO

12/11/2020 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

01/08/1991 - 01/30/1991

GILBERT MARSHALL & COMPANY (GREELEY CO)

NA

09/07/1990 - 01/11/1991

DILLON SECURITIES, INC.

CO

05/22/1990 - 09/12/1990

KOBER FINANCIAL CORP. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 01/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/17/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lana Rae St.john.
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