Abigail ChavezCRD Number: 4482680
Current Firm: Schwab Private Client Investment Advisory, Inc.
Abigail Chavez (CRD# 4482680) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry. Abigail Chavez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Schwab Private Client Investment Advisor||Phoenix, CA||Apr 2014 - Current||2|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Dec 2013 - Current||2|
|Self Employed||Peoria, AZ||Nov 2008 - Current||7|
|Lpl Financial LLC||Scottsdale, AZ||Jun 2012 - Dec 2013||1|
|Homemaking||Phoenix, AZ||Dec 2011 - May 2012||< 1|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Mar 2010 - Nov 2011||1|
|Usaa Financial Planning Services||Phoenix, AZ||Mar 2010 - Nov 2011||1|
|Charles Schwab Bank N.a.||Federal Way, WA||Feb 2005 - Mar 2010||5|
|Charles Schwab & Company, Inc.||Federal Way, WA||Jul 2003 - Mar 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
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