Meghan Holmes, financial advisor Phoenix AZ
93 score

Meghan Holmes

CRD Number: 5366393
Current Firm: Charles Schwab & Company, Inc.

Meghan Holmes (CRD# 5366393) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Jan 2008 - Current 8
Minnesota Life Insurance Company St Paul, MN Jun 2007 - Dec 2007 < 1
North Star Consultants, Inc. Phoenix, AZ Jun 2007 - Dec 2007 < 1
Cri Securities, LLC St Paul, MN Jun 2007 - Dec 2007 < 1
Securian Financial Services, Inc. St Paul, MN Jun 2007 - Dec 2007 < 1
Unversity Of Arizona Tucson, AZ Aug 2003 - Jun 2007 3
Super Kmart Tucson, AZ May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Meghan E. Holmes
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
93
Clean Record
This advisor has a clean track record with regulators.

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