Courtney McCandless, financial advisor Phoenix AZ
89 score

Courtney McCandless

CRD Number: 6196561
Current Firm: Charles Schwab & Company, Inc.

Courtney McCandless (CRD# 6196561) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Feb 2014 - Current 2
Vsr Financial Services, Inc. Overland Park, KS Nov 2013 - Dec 2013 < 1
Spectrum Financial Services Des Moines, IA Jun 2013 - Dec 2013 < 1
Arizona State University Tempe, AZ Aug 2010 - Dec 2013 3
Westlakes Kindercare West Des Moines, IA May 2011 - Sep 2012 1
Stamatelos & Associates West Des Moines, IA Mar 2010 - Aug 2010 < 1
Rio Salado Community College Tempe, AZ Jun 2008 - Jun 2010 2
Desert Flower Scottsdale, AZ Feb 2008 - Jun 2008 < 1
Scottsdale Community College Scottsdale, AZ Aug 2007 - Jun 2008 < 1
New School For The Arts & Academics Tempe, AZ Oct 2003 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Courtney A. McCandless
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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