Charles HoCRD Number: 5370565
Current Firm: Charles Schwab & Company, Inc.
Charles Ho (CRD# 5370565) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Roseville, CA and has over 9 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Real Estate/property Management||Rocklin, CA||Aug 2011 - Current||5|
|Charles Schwab Bank||Roseville, CA||May 2008 - Current||8|
|Charles Schwab & Company, Inc.||Roseville, CA||Apr 2008 - Current||8|
|Unemployed||Roseville, CA||Jan 2008 - Apr 2008||< 1|
|Morgan Stanley & Company, Inc.||San Francisco, CA||Jun 2007 - Jan 2008||< 1|
|William Jessup University||Rocklin, CA||May 2003 - May 2007||4|
|Save-on Cleaners||Rocklin, CA||Jul 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
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