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Phoummasone John Laychaypha

Charles Schwab & CO., Inc.

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About Phoummasone John Laychaypha

Phoummasone Laychaypha is a financial advisor registered with Charles Schwab & CO., Inc. since February 2010. Phoummasone is also registered with the state of California and Colorado. Phoummasone Laychaypha has been working in the financial industry since May 19, 2010. Charles Schwab & CO., Inc. provides financial advisory services for a wide range of clients, including individuals, businesses, and institutions. The firm offers a variety of investment products and services, including mutual funds, exchange-traded funds, stocks, bonds, and options. Charles Schwab & CO., Inc. also provides financial planning and retirement planning services.

Firm Information

Phoummasone Laychaypha 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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Phoummasone Laychaypha’s Registration & Firm History

CO

12/21/2020 - Present

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

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Licenses & Designations

BOTH

Issued 07/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/23/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Phoummasone John Laychaypha. Review regulatory record here.
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