Spencer Guizard, financial advisor Reston VA

Spencer Guizard

CRD Number: 6957586
Current Firm: Charles Schwab & Company, Inc.

Spencer Guizard (CRD# 6957586) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reston, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab And Company, Inc. Reston, VA Dec 2022 - Current 1
Charles Schwab & Company, Inc. Reston, VA May 2018 - Current 5
Charles Schwab Bank, Ssb Reston, VA May 2018 - Current 5
Td Ameritrade, Inc. Reston, VA Jan 2022 - Dec 2022 < 1
Td Ameritrade Investment Management, LLC Reston, VA Jan 2022 - Dec 2022 < 1
Strayer University Chantilly, VA Apr 2014 - Apr 2018 4
Red Robin Newport News, VA Apr 2012 - Apr 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2018
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Spencer P. Guizard
Phone Number: 415-667-7000
Registered State(s):
  • VA
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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