Laurie Pertile
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
10 years in the industry.
- Charles Schwab & Co., Inc.Dec 2021 to now
- Charles Schwab Bank, SsbDec 2021 to now
- TD AmeritradeApr 2019 to Jun 2024
- Cfg Advisors LLCJun 2018 to Mar 2019
- UnemployedDec 2017 to May 2018
- Fidelity Brokerage Services LLCSep 2016 to Nov 2017
- Strategic Advisers, Inc.Sep 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
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
- 4127604
- Firm CRD
- 5393