Harold James Lico
Investment adviser representative at Schwab Wealth Advisory, Inc.
9 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2024 to now
- Charles Schwab & Co., Inc.Dec 2024 to now
- UnemployedSep 2024 to Nov 2024
- Charles Schwab & Co., Inc.Jan 2024 to Aug 2024
- TD Ameritrade, Inc.Nov 2020 to Jun 2024
- StudentJun 2020 to Nov 2020
- The University of AlabamaSep 2019 to Jun 2020
- Bj's BrewhouseJun 2019 to Aug 2019
- University of AlabamaSep 2018 to May 2019
- Edward Jones InvestmentsJun 2018 to Aug 2018
- University of AlabamaSep 2017 to May 2018
- Cvs HealthJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6959183
- Firm CRD
- 159035