Barbara WiseCRD Number: 1234032
Current Firm: Charles Schwab & Company, Inc.
Barbara Wise (CRD# 1234032) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irvine, CA and has over 32 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Charles Schwab Bank||Irvine, CA||Jun 2005 - Current||12|
|Charles Schwab & Company, Inc.||Irvine, CA||Feb 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 1997|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
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, 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