Stephen NewellCRD Number: 1322613
Current Firm: Schwab Private Client Investment Advisory, Inc.
Stephen Newell (CRD# 1322613) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 33 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Schwab Private Client Investment Advisory, Inc.||Phoenix, AZ||Jan 2012 - Current||6|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jan 1998 - Current||20|
|Charles Schwab Bank||Phoenix, AZ||Feb 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- 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