Adviser and broker representative · Charles Schwab & Co., Inc.
Lance A. Chuck
CRD 5216215 · San Luis Obispo, CA
At a glance
Lance A. Chuck is an investment adviser representative with Charles Schwab & Co., Inc. in San Luis Obispo, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lance’s SEC record dates to 2007, about 19 years ago. Lance is also registered as a broker representative.
Current advisory firm
- Charles Schwab & Co., Inc.Since January 2022San Luis Obispo, CA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Lance’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.