Moira De Vault, financial advisor Portland OR

Moira De Vault

CRD Number: 3000773
Current Firm: Charles Schwab & Company, Inc.

Moira De Vault (CRD# 3000773) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Portland, OR Feb 2018 - Current 6
Charles Schwab & Company, Inc. Phoenix, AZ Dec 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Moira M. De Vault
Phone Number: 415-667-7000
Registered State(s):
  • OR
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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