Abigail Chavez, financial advisor Phoenix AZ

Abigail Chavez

CRD Number: 4482680
Current Firm: Schwab Wealth Advisory, Inc.

Abigail Chavez (CRD# 4482680) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 22 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.

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Professional Designations
Company Name Location Dates Years
Schwab Wealth Advisory, Inc. Phoenix, CA Apr 2014 - Current 9
Charles Schwab & Company, Inc. Phoenix, AZ Dec 2013 - Current 10
Self Employed Peoria, AZ Nov 2008 - May 2021 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Abigail A. Chavez
Phone Number: 415-667-7000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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