Brian Attard, financial advisor Marlton NJ

Brian Attard

CRD Number: 5125188
Current Firm: Charles Schwab & Company, Inc.

Brian Attard (CRD# 5125188) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Marlton, NJ and has over 17 years of experience in the finance industry. Brian Attard 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 Bank, Ssb Marlton, NJ Nov 2023 - Current < 1
Charles Schwab & Company, Inc. Marlton, NJ Dec 2022 - Current 1
Td Ameritrade, Inc. Marlton, NJ Feb 2018 - Current 6
Td Ameritrade Investment Management, LLC Marlton, NJ Feb 2018 - Sep 2023 5
Scottrade, Inc. Marlton, NJ Oct 2009 - Sep 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Brian T. Attard
Phone Number: 415-667-7000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, 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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