Chad AgnewCRD Number: 4211683
Current Firm: Charles Schwab & Company, Inc.
Chad Agnew (CRD# 4211683) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chicago, IL and has over 20 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Amplify Investments LLC
|Charles Schwab & Company, Inc.||Chicago, IL||Dec 2018 - Current||2|
|Charles Schwab Bank||Chicago, IL||Dec 2018 - Current||2|
|Td Ameritrade, Inc.||Chicago, IL||Apr 2017 - Nov 2018||1|
|Scottrade, Inc.||Schaumburg, IL||Oct 2016 - Mar 2017||< 1|
|Unemployed||Oak Park, IL||Jun 2016 - Oct 2016||< 1|
|Goldman, Sachs & Company||Chicago, IL||Dec 2009 - May 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2000|
|S65||NASAA Investment Advisors Law Examination||Apr 2003|
|S66||NASAA Uniform Combined State Law Examination||Apr 2017|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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