Adil Ali, financial advisor Buford GA

Adil Ali

CRD Number: 4596092
Current Firm: Charles Schwab & Company, Inc.

Adil Ali (CRD# 4596092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Buford, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Buford, GA Oct 2019 - Current 4
Synovous Bank Roswell, GA Sep 2018 - Oct 2019 1
Unemployed Alanta, GA Apr 2018 - Aug 2018 < 1
Scottrade, Inc. Smyrna, GA Sep 2002 - Mar 2018 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Adil R. Ali
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, 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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