Lakyia Machelle White
Investment adviser representative at Charles Schwab & Co., Inc.
7 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
7 years in the industry.
- Charles Schwab & Co., Inc.Aug 2019 to now
- Schwab Private Client Investment Advisory, Inc.May 2020 to May 2022
- Asset Campus HousingFeb 2019 to Aug 2019
- Remax CortiersSep 2018 to Dec 2018
- Servitas Management CompanyAug 2017 to Feb 2019
- Fluent, ZipcarMay 2017 to Aug 2017
- Texas A&m UniversityJun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7168945
- Firm CRD
- 5393