Craig Taucher, financial advisor Lone Tree CO
81 score

Craig Taucher

CRD Number: 1956368
Current Firm: Charles Schwab & Company, Inc.

Craig Taucher (CRD# 1956368) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Aug 2011 - Current 5
Bull Market Recruiting Jacksonville, FL Mar 2008 - Aug 2011 3
Brewer Financial Services Chicago, IL Jan 2010 - Nov 2010 < 1
Linsco/private Ledger Corp Charlotte, NC Dec 2006 - Feb 2008 1
American Express Financial Advisors/ameriprise Jacksonville, FL Feb 1997 - Dec 2006 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Craig P. Taucher
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
81

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