Sam
Lashin
Charles Schwab Investment Management, Inc
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About this Advisor
Sam Lashin is a financial advisor working out of Cornelius, North Carolina. Lashin is on the advisory team at Charles Schwab Investment Management, Inc. During their career, Lashin has held roles at Wasmer, Schroeder & Company, Florida Gulf Coast University, Dominos Pizza, Wasmer Schroeder, Charles Schwab Investment Advisory, Inc, Charles Schwab & Co., Inc, Charles Schwab Investment Management, Inc and Charles Schwab Trust Bank. Lashin holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Charles Schwab Investment Management, Inc is a registered investment business operating out of San Francisco, CA. It has offices in 158 locations and a total of 1,007 people on staff. It oversees $783 billion in assets between its 242,041 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 218 charities and foundations. Of its 242,041 client accounts, 19% belong to high-net-worth individuals who have more than $1 million in investable assets. Charles Schwab Investment Management, Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Charles Schwab Investment Management, Inc can include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$782,620,910,160
1,007
242,041
$3,233,423
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sam Lashin Work History
Sam has been registered as a financial advisor for 0 years.*
Charles Schwab Investment Management, Inc
Charles Schwab Trust Bank
Charles Schwab Investment Management, Inc
Charles Schwab & Co., Inc
Charles Schwab Investment Advisory, Inc
Charles Schwab & Co., Inc
Wasmer Schroeder
Wasmer, Schroeder & Company
Wasmer, Schroeder & Company
Florida Gulf Coast University
Florida Gulf Coast University
Dominos Pizza
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sam Lashin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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