Bhavna ThakkarCRD Number: 6268634
Current Firm: Charles Schwab & Company, Inc.
Bhavna Thakkar (CRD# 6268634) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 3 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Nov 2013 - Current||3|
|Rbs Citizens||Parma, OH||May 2011 - Nov 2013||2|
|Unemployed||Strongsvilkle, OH||Aug 2010 - May 2011||< 1|
|Grovecity Medical Center||Grove City, PA||Jan 2003 - Jul 2010||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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