John Schwab, financial advisor Charlotte NC
93 score

John Schwab

CRD Number: 1287019
Current Firm: Allstate Financial Advisors, LLC

John Schwab (CRD# 1287019) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Charlotte, NC Sep 2014 - Current 2
Unemployed Concord, NC Apr 2014 - Sep 2014 < 1
Self Employed Concord, NC Aug 2010 - Mar 2014 3
Resource Horizons Group LLC Marietta, GA Mar 2011 - Nov 2013 2
Resource Horizons Investment Advisory Inc. Marietta, GA Mar 2011 - Nov 2013 2
Unemployed Concord, NC May 2009 - Aug 2010 1
Bank Of America, N.a. Charlotte, NC Oct 2008 - Mar 2009 < 1
Banc Of America Investment Services, Inc. Charlotte, NC Oct 2008 - Mar 2009 < 1
Unemployed Concord, NC Aug 2007 - Oct 2008 1
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Oct 2004 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for John F. Schwab
Phone Number: 847-402-5296
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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