Aaron Adams, financial advisor Phoenix AZ

Aaron Adams

CRD Number: 6343741
Current Firm: Charles Schwab & Company, Inc.

Aaron Adams (CRD# 6343741) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Phoenix, AZ May 2020 - Current 1
Charles Schwab & Company, Inc. Phoenix, AZ May 2020 - Current 1
Rental Property Owner Peoria, AZ Jan 2010 - Current 11
Usaa Investment Management Company Phoenix, AZ Jan 2018 - May 2020 2
Usaa Financial Advisors, Inc. Phoenix, AZ May 2014 - May 2020 6
Usaa Financial Planning Services Phoenix, AZ May 2014 - May 2020 6
Tad Driveshafts Phoenix, AZ Jan 2008 - May 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Aaron D. Adams
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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