Taniel AgnerianCRD Number: 5289643
Current Firm: Charles Schwab & Company, Inc.
Taniel Agnerian (CRD# 5289643) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Westlake, TX||May 2015 - Current||8|
|Edward Jones||St. Louis, MO||Jun 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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