Eric Vincent, financial advisor Lone Tree CO
96 score

Eric Vincent

CRD Number: 3104743
Current Firm: Schwab Private Client Investment Advisory, Inc.

Eric Vincent (CRD# 3104743) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 18 years of experience in the finance industry. Eric Vincent 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. Lone Tree, CO Mar 2016 - Current < 1
Schwab Private Client Invest Advisor Lone Tree, CO Mar 2016 - Current < 1
Usaa Financial Advisors, Inc. Colorado Springs, CO Aug 2010 - Mar 2016 5
Usaa Financial Planning Services Colorado Springs, CO Aug 2010 - Mar 2016 5
Edward D. Jones & Company, LP Mustang, OK Jul 1998 - Aug 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Eric L. Vincent
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, 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, 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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