Hussein ElgoharyCRD 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.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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, WY
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