Alan Nagase, financial advisor Orlando FL
93 score

Alan Nagase

CRD Number: 5589674
Current Firm: Charles Schwab & Company, Inc.

Alan Nagase (CRD# 5589674) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Apr 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jan 2013 - Apr 2016 3
Solomon Page Group Jacksonville, FL Sep 2012 - Jan 2013 < 1
Unemployed Jacksonville, FL May 2012 - Sep 2012 < 1
Deutsche Bank Jacksonville, FL Oct 2011 - May 2012 < 1
Unemployed Coconut Creek, FL May 2011 - Oct 2011 < 1
Bank Of America, N.a. Palm Beach Gardens, FL Jan 2011 - May 2011 < 1
Bank Of America, N.a. Jacksonville, FL Oct 2010 - May 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens, FL Oct 2010 - May 2011 < 1
Euro Pacific Capital, Inc. North Palm Beach, FL Oct 2008 - Oct 2010 2
Broward Health Fort Lauderdale, FL Jan 2006 - May 2009 3
Florida Atlantic University Boca Raton, FL Aug 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Alan W. Nagase
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
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, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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