Homero Reza, financial advisor Austin TX

Homero Reza

CRD Number: 4912702
Current Firm: Charles Schwab & Company, Inc.

Homero Reza (CRD# 4912702) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Austin, TX Feb 2018 - Current 2
Park Avenue Securities LLC Austin, TX Nov 2013 - Apr 2018 4
N/a Austin, TX Jul 2013 - Nov 2013 < 1
Nfp Securities, Inc. Austin, TX Jul 2012 - Jul 2013 1
Capital Benefits Group Austin, TX May 2012 - Jul 2013 1
Charles Schwab Austin, TX Feb 2008 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Homero Reza
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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