Adam Cogar, financial advisor Lone Tree CO
89 score

Adam Cogar

CRD Number: 6198773
Current Firm: Charles Schwab & Company, Inc.

Adam Cogar (CRD# 6198773) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Lone Tree, CO Jan 2015 - Current 1
Charles Schwab & Company,inc Lone Tree, CO May 2013 - Current 3
Barberton High School Barberton, OH Nov 2011 - May 2013 1
Bts Inc. Norton, OH Jun 2010 - May 2013 2
Kent State University Kent, OH Aug 2008 - Aug 2012 4
Barberton High School Barberton, OH Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Adam D. Cogar
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
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
89
Clean Record
This advisor has a clean track record with regulators.

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