Lucas Wyland
Investment adviser representative at Schwab Wealth Advisory, Inc.
21 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2025 to now
- Charles Schwab & Co., Inc.Oct 2023 to now
- UnemployedMay 2023 to Oct 2023
- Bmw of OcalaDec 2019 to May 2023
- Cracker BarrelOct 2019 to Feb 2020
- Sam's ClubSep 2019 to Dec 2019
- Full Time EducationAug 2018 to May 2023
- R+l Global LogisticsMay 2018 to Jul 2019
- Full Time EducationJul 2005 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7797700
- Firm CRD
- 159035