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Launao Bey

Charles Schwab & CO., Inc.

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About Launao Bey

Launao Bey is a financial advisor who has been in the industry since 2006. Currently, Launao is registered with Charles Schwab & CO., Inc. Previously, Launao has been affiliated with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, BBVA COMPASS INVESTMENT SOLUTIONS, INC, and WELLS FARGO INVESTMENTS, LLC. Launao is licensed in 53 states. Launao has successfully passed Series 66, Series 9, Series 7, and SIE exams. Launao specializes in providing investment advice and financial planning to individuals and families.

Firm Information

Launao Bey 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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Launao Bey’s Registration & Firm History

CO

02/04/2021 - Present

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

CO

09/07/2012 - 05/11/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

03/10/2010 - 08/06/2012

BBVA COMPASS INVESTMENT SOLUTIONS, INC (DENVER CO)

CO

12/16/2004 - 06/02/2009

WELLS FARGO INVESTMENTS, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 04/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2004

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 Launao Bey.
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