Lucie Roxanne gabriel Lortz
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab BankNov 2025 to now
- Charles Schwab & Co., Inc.Nov 2020 to now
- Charles Schwab Wealth Advisory IncDec 2022 to Nov 2025
- Fence Boss LLCJul 2020 to Oct 2020
- Edward JonesJun 2018 to Sep 2020
- Lhp Engineering SolutionsJul 2017 to Jun 2019
- Ann Taylor Inc.Jun 2017 to Aug 2018
- Bar-cons FcuSep 2016 to Jul 2017
- G.H. BassJun 2016 to Nov 2017
- American Eagle OutfittersAug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6959187
- Firm CRD
- 5393