Charles Schwab & Co., Inc

Investment Advisor
in Seattle, WA
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About this Advisor

Linda Liu-Chan is a certified financial planner who works out of Seattle, Washington, with a total of 21 years of professional experience. Liu-Chan works at Charles Schwab & Co., Inc. Liu-Chan has gained experience at Real Estate/Property Management, Charles Schwab & Co., Inc and Charles Schwab Bank. Liu-Chan has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Washington. Charles Schwab & Co., Inc is an advisory company that has its headquarters in Seattle, Washington. The company has offices in 370 locations and a total of 14,879 employees. Charles Schwab & Co., Inc offers a few services, such as financial planning services, selection of other advisers and other services. Financial advisory fees vary depending on the type of financial services provided. Fees charged by Charles Schwab & Co., Inc may include any blend of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

508 Union St
Seattle, WA 98101-2309

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


WA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Linda Liu-Chan Work History

Linda has 21 years of experience.

2014 - Present (5 years)

Real Estate/Property Management

2005 - Present (14 years)

Charles Schwab Bank

1997 - Present (22 years)

Charles Schwab & Co., Inc


Linda Liu-Chan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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