Karen ChinCRD Number: 2969469
Current Firm: Schwab Private Client Investment Advisory, Inc.
Karen Chin (CRD# 2969469) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Inv. Adv., Inc.||Orlando, FL||Jan 2012 - Current||5|
|Charles Schwab & Company, Inc.||Orlando, FL||Oct 1997 - Current||19|
|Charles Schwab Bank||Orlando, FL||Feb 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, 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, VT, WA, WI, WV