Brian EstenCRD Number: 5968627
Current Firm: Charles Schwab & Company, Inc.
Brian Esten (CRD# 5968627) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 5 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Schwab Retirement Plan Services, Inc.||Richfield, OH||Aug 2013 - Current||4|
|Charles Schwab & Company, Inc.||Richfield, OH||Aug 2011 - Current||6|
|Dayton Firefighters Fcu||Dayton, OH||Aug 2008 - Aug 2011||3|
|Unemplopyed||Dayton, OH||May 2008 - Aug 2008||< 1|
|Jeds Bbq And Brew||Bowling Green, OH||Jul 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
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, 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