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Leigh Fryer Kulik

Charles Schwab & CO., Inc.

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About Leigh Fryer Kulik

Leigh Fryer Kulik is a registered representative with Charles Schwab & CO., Inc. Leigh has been in the financial services industry since June 2010. Leigh has a variety of experience in the financial services industry, having previously worked at TD Ameritrade, Inc. and Scottrade, Inc. Leigh is licensed to conduct business in 51 states. Leigh is also registered as an investment advisor representative in Missouri.

Firm Information

Leigh Kulik 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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Leigh Kulik’s Registration & Firm History

MO

06/28/2022 - Present

Charles Schwab & CO., Inc. (St Louis MO)

MO

11/27/2017 - 05/19/2024

TD AMERITRADE, INC. (St. Louis MO)

MO

06/24/2010 - 02/26/2018

SCOTTRADE, INC. (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 10/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/10/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/21/2017

Series 4 - Registered Options Principal Examination

BC

Issued 06/03/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2010

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 Leigh Fryer Kulik.
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