Brian Stevens, financial advisor Cupertino CA
93 score

Brian Stevens

CRD Number: 5482984
Current Firm: Charles Schwab & Company, Inc.

Brian Stevens (CRD# 5482984) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Soquel, CA Jul 2011 - Current 5
Charles Schwab Bank Soquel, CA Jul 2011 - Current 5
Santa Cruz City Schools Soquel, CA Sep 2012 - Aug 2015 2
Metlife Securities San Jose, CA May 2011 - Jul 2011 < 1
Mml Investors Services Inc. San Jose, CA Feb 2008 - May 2011 3
Massmutual Life Insurance Company San Jose, CA Sep 2007 - May 2011 3
Miceli Financial Partners San Jose, CA Jul 2007 - Sep 2007 < 1
University Of California, Santa Cruz Santa Cruz, CA Jul 2002 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Brian S. Stevens
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
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, 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

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

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