Mark White, financial advisor Redmond WA

Mark White

CRD Number: 4539126
Current Firm: Charles Schwab & Company, Inc.

Mark White (CRD# 4539126) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Redmond, WA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Ssb Redmond, WA Sep 2007 - Current 16
Charles Schwab & Company, Inc. Redmond, WA Aug 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Sep 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark A. White
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • WA
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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