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Luke Alexander Chenowith

Charles Schwab & CO., Inc.

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About Luke Alexander Chenowith

Luke Alexander Chenowith is a financial advisor working with Charles Schwab & CO., Inc. Luke has been in the financial services industry since 2010. Previously, Luke was employed with T. ROWE PRICE INVESTMENT SERVICES, INC. and PRUCO SECURITIES, LLC.. Luke specializes in providing financial planning services and portfolio management for individual clients. Luke holds the Series 6, 7, 63 and 65 securities licenses and has earned the designation Certified Financial Planner.

Firm Information

Luke Chenowith 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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Luke Chenowith’s Registration & Firm History

MD

06/17/2019 - Present

Charles Schwab & CO., Inc. (Columbia MD)

MD

08/15/2014 - 05/24/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

NJ

01/11/2010 - 07/17/2014

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 10/23/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/08/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Luke Alexander Chenowith. Review regulatory record here.
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