Channing Longman, financial advisor San Francisco CA

Channing Longman

CRD Number: 6064622
Current Firm: Schwab Wealth Advisory, Inc.

Channing Longman (CRD# 6064622) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Indianapolis, IN Feb 2021 - Current 3
Schwab Private Client Investment Advisory Indianapolis, IN Feb 2021 - Current 3
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Nov 2020 2
Fidelity Investments Covington, OH Feb 2011 - Nov 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Channing E. Longman
Phone Number: 415-667-7000
Registered State(s):
  • IN
  • TX
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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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