Meghan Obrien, financial advisor Boulder CO

Meghan Obrien

CRD Number: 6516102
Current Firm: Charles Schwab & Company, Inc.

Meghan Obrien (CRD# 6516102) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boulder, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Boulder, CO May 2017 - Current 4
Charles Schwab & Company, Inc. Boulder, CO Jun 2015 - Current 6
Jimmy Johns Grand Junction, CO Jan 2015 - May 2015 < 1
Colorado Mesa University Phonathon Grand Junction, CO Aug 2014 - Dec 2014 < 1
Einstine Bagels Grand Junction, CO Sep 2014 - Oct 2014 < 1
Charles Schwab Englewood, CO Jun 2014 - Aug 2014 < 1
Kataluma Chai, Co Golden, CO Jan 2011 - Aug 2014 3
Colorado Mesa University Bookstore Grand Junction, CO Mar 2014 - May 2014 < 1
Colorado Mesa Univesity Janitor Grand Junction, CO Oct 2013 - Jan 2014 < 1
Colorado Mesa University Bookstore Grand Junction, CO Jan 2013 - May 2013 < 1
Re/max Professionals Lakewood, CO May 2012 - Jan 2013 < 1
Jimmy Johns Lakewood, CO Jun 2010 - Aug 2012 2
High School Student At Green Mountain Hs Lakewood, CO Aug 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Meghan M. Obrien
Phone Number: 415-667-7000
Registered State(s):
  • CO
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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