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Sam Griffin Lashin

Charles Schwab Investment Management, Inc.

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About Sam Griffin Lashin

Sam Lashin is an investment advisor representative with Charles Schwab Investment Management, Inc., located in Huntersville, NC. Sam has been in the industry for over 5 years and has a Series 63, 65, 7TO, and SIE licenses. Sam has previously worked with Charles Schwab & Co., Inc. in Texas. Sam specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Sam Lashin is currently registered with Charles Schwab Investment Management, Inc.. Charles Schwab Investment Management, Inc. is an investment advisor headquartered in San Francisco, California. With over $1 trillion in regulatory assets under management, the firm provides portfolio management services for individuals, investment companies, businesses, and pooled investment vehicles. They also offer selection of other advisers.
Charles Schwab Investment Management, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

$1.10T

Assets Under Management

Not reported

Total Clients

37

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Costs

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Sam Lashin’s Registration & Firm History

NC

01/03/2023 - Present

Charles Schwab Investment Management, Inc. (Huntersville NC)

TX

01/19/2022 - 12/22/2022

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

TX

10/29/2020 - 09/07/2021

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 02/01/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sam Griffin Lashin.
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