Lori Ann Silverthorne
Investment adviser representative at Charles Schwab & Co., Inc.
20 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
20 years in the industry.
- Charles Schwab & Co., Inc.Jul 2026 to now
- Charles Schwab BankJul 2026 to now
- T Rowe PriceApr 2020 to Jun 2026
- UnemployedDec 2019 to Apr 2020
- Facet Wealth ManagmentMar 2018 to Nov 2019
- Charles Schwab & Co., Inc.Mar 2006 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 3083613
- Firm CRD
- 5393