Eric Baytala, financial advisor Lancaster PA
96 score

Eric Baytala

CRD Number: 5605296
Current Firm: Charles Schwab & Company, Inc.

Eric Baytala (CRD# 5605296) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lancaster, PA and has over 7 years of experience in the finance industry. Eric Baytala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Lancaster, PA Oct 2014 - Current 2
Charles Schwab Bank Lancaster, PA Oct 2014 - Current 2
Fidelity Brokerage Services LLC King Of Prussia, PA Jan 2010 - Oct 2014 4
Fortis Clearing Americas LLC Chicago, IL Jul 2006 - Oct 2009 3
Civic Orchestra Chicago, IL Aug 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Eric G. Baytala
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • PA
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
96
Clean Record
This advisor has a clean track record with regulators.

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