Christopher BerklandCRD Number: 1024851
Current Firm: Schwab Private Client Investment Advisory, Inc.
Christopher Berkland (CRD# 1024851) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry. Christopher Berkland 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.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jul 2015 - Current||2|
|Schwab Private Client Invest Advisory||Phoenix, AZ||Jul 2015 - Current||2|
|Finra||Washington, DC||Dec 2014 - Jul 2015||< 1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Sep 2012 - Jul 2015||2|
|Usaa Financial Planning Services||Phoenix, AZ||Jun 2006 - Aug 2012||6|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Jun 2006 - Aug 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2006|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
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