David Conrad, financial advisor Phoenix AZ

David Conrad

CRD Number: 2951805
Current Firm: Charles Schwab & Company, Inc.

David Conrad (CRD# 2951805) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Trust Bank Phoenix, AZ Jan 2023 - Current 1
Charles Schwab & Company, Inc. Phoenix, AZ May 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for David A. Conrad
Phone Number: 415-667-7000
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, 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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