Kenneth Lazzini
Investment adviser representative at Charles Schwab & Co., Inc.
3 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
3 years in the industry.
- Charles Schwab & Co., Inc.Aug 2018 to now
- Charles Schwab BankAug 2018 to now
- Cambridge Investment Research Advisors, Inc.Mar 2018 to Jul 2018
- Cambridge Investment Research, Inc.Mar 2018 to Jul 2018
- Various Insurance Carriers for W&r Insurance AgenciesJul 2016 to Mar 2018
- Waddell & Reed IncDec 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6588704
- Firm CRD
- 5393