Ricardo Paguaga, financial advisor Pleasanton CA

Ricardo Paguaga

CRD Number: 6857119
Current Firm: Charles Schwab & Company, Inc.

Ricardo Paguaga (CRD# 6857119) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 2 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Charles Schwab Bank Los Gatos, CA Oct 2019 - Current 1
Charles Schwab & Company, Inc. Lone Tree, CO Sep 2017 - Current 3
Clemson University Clemson, SC May 2017 - Sep 2017 < 1
The Gordran Group Greenville, SC May 2016 - May 2017 1
Clemson University Clemson, SC Jul 2013 - May 2016 2
Metroburger Greenville, SC May 2012 - Jul 2013 1
Unemployed Greer, SC Sep 2007 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Ricardo F. Paguaga
Phone Number: 415-667-7000
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, 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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