Evan Cohen (CRD# 6264056) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 9 years of experience in the finance industry.
CRD# 2178385
Abboud Financial Planning, Inc.
CRD# 2520368
Ubs Financial Services Inc.
CRD# 1130816
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Lone Tree, CO | Dec 2015 - Current | 8 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jan 2014 - Current | 10 |
| Vail Resorts | Vail, CO | Nov 2009 - May 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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