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Lisa Marie Quartarone

Charles Schwab & CO., Inc.

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About Lisa Marie Quartarone

Lisa Quartarone is an investment advisor representative associated with Charles Schwab & CO., Inc. Lisa has been in the financial services industry since 2000. Lisa is registered with the state of California and 21 other states as a broker-dealer and investment advisor.

Firm Information

Lisa Quartarone 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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Lisa Quartarone’s Registration & Firm History

CA

07/31/2014 - Present

Charles Schwab & CO., Inc. (Torrance CA)

MN

04/23/2012 - 05/02/2014

CHARLES SCHWAB & CO., INC. (ST. PAUL MN)

CA

02/24/2011 - 03/07/2012

WELLS FARGO ADVISORS, LLC (EL SEGUNDO CA)

CA

06/25/2008 - 08/11/2009

WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)

CA

07/20/2000 - 06/17/2008

FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)

RI

04/03/1998 - 09/14/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

MN

01/14/1998 - 02/27/1998

LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1998

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 Lisa Marie Quartarone.
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