Hussein Elgohary, financial advisor Phoenix AZ

Hussein Elgohary

CRD Number: 6664213
Current Firm: Schwab Private Client Investment Advisory, Inc.

Hussein Elgohary (CRD# 6664213) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry. Hussein Elgohary 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
Charles Schwab & Company, Inc. Phoenix, AZ Feb 2021 - Current < 1
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Feb 2021 - Current < 1
Cwm, Llc Dba Carson Partners Kigsport, TN Feb 2020 - Feb 2021 1
Cetera Advisor Networks El Segundo, CA Feb 2020 - Feb 2021 1
Clarity Capital Partners Newport Beach, CA Nov 2018 - Feb 2020 1
Clarity Capital Partners Newport Beach, CA Mar 2018 - Feb 2020 1
Pruco Securities, LLC Orange, CA May 2016 - Nov 2018 2
Prudential Orange, CA May 2016 - Nov 2018 2
Student Fullerton, CA Oct 2015 - Jun 2016 < 1
Crossfit Alpha Foxtrot Costa Mesa, CA Mar 2012 - Oct 2015 3
Computech Garden Grove, CA Jun 2010 - Mar 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
S63 Uniform Securities State Law Examination Jul 2016
Contact Info for Hussein Elgohary
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
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
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, VT, WA, WI, WV, WY

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