Raquel Lozano Mccain
Investment adviser representative at Charles Schwab & Co., Inc.
19 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
19 years in the industry.
- Charles Schwab & Co., Inc.Jan 2023 to now
- USAA Life Insurance CompanyDec 2020 to Jan 2023
- USAA Investment Management CompanyJan 2018 to Jan 2023
- USAA Financial Planning ServicesJan 2009 to Dec 2020
- USAA Financial Advisors, Inc.Sep 2007 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2741108
- Firm CRD
- 5393