Reza Abcari, financial advisor Oakland CA

Reza Abcari

CRD 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.

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Wealth & Tax Planners
Company Name Location Dates Years
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
Contact Info for Reza Abcari
Phone Number: 415-667-7000
Registered State(s):
  • CA
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, 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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