Reza AbcariCRD Number: 3156037
Current Firm: Charles Schwab & Company, Inc.
Reza Abcari (CRD# 3156037) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 21 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Charles Schwab & Company, Inc.||Oakland, CA||Oct 2019 - Current||2|
|Charles Schwab Bank||Oakland, CA||Oct 2019 - Current||2|
|Axa-advisors, LLC||New York, NY||Jun 2019 - Sep 2019||< 1|
|Unemployed||Lafayette, CA||Aug 2018 - Jun 2019||< 1|
|The Entrust Group||Oakland, CA||Aug 2015 - Aug 2018||3|
|Charles Schwab & Company, Inc.||San Francisco, CA||Feb 2003 - Aug 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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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