Steven SmithCRD Number: 3003921
Current Firm: Charles Schwab & Company, Inc.
Steven Smith (CRD# 3003921) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 19 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Charles Schwab Bank||San Antonio, TX||Jul 2007 - Current||10|
|Charles Schwab & Company, Inc.||San Antonio, TX||Jun 2007 - Current||10|
|Usaa Financial Advisors, Inc.||San Antonio, TX||May 2006 - Jun 2007||1|
|Usaa Financial Planning Services||San Antonio, TX||May 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Jul 2003|
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