Warren Straub, financial advisor Greensboro NC
90 score

Warren Straub

CRD Number: 5927767
Current Firm: Charles Schwab & Company, Inc.

Warren Straub (CRD# 5927767) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Greensboro, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Greensboro, NC Apr 2015 - Current 1
Charles Schwab Bank Greensboro, NC Apr 2015 - Current 1
Wells Fargo Advisors, LLC Burlington, SC Oct 2013 - Apr 2015 1
Wells Fargo Bank Na Burlington, SC Oct 2013 - Apr 2015 1
Lincoln Investment Planning, Inc. Albermale, NC Jul 2011 - Aug 2013 2
Robinson & Assocaites Albermale, NC May 2011 - Jul 2011 < 1
East Carolina Greenville, NC Aug 2007 - May 2011 3
Middle Creek High School Apex, NC Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Warren A. Straub
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
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
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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