Joseph Omutsani, financial advisor Phoenix AZ

Joseph Omutsani

CRD Number: 3084448
Current Firm: Charles Schwab & Company, Inc.

Joseph Omutsani (CRD# 3084448) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ May 2020 - Current 3
Usaa Investment Management Company San Antonio, TX Jan 2018 - May 2020 2
Usaa Financial Planning Services Phoenix, AZ Nov 2008 - May 2020 11
Usaa Financial Advisors, Inc. Phoenix, AZ Sep 2007 - May 2020 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Joseph T. Omutsani
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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