Grace NgaiCRD Number: 1821757
Current Firm: Charles Schwab & Company, Inc.
Grace Ngai (CRD# 1821757) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 29 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
|Charles Schwab & Company, Inc.||San Francisco, CA||Aug 2012 - Current||5|
|Charles Schwab Bank||San Francisco, CA||Aug 2012 - Current||5|
|Silk Botanica||Brisbane, CA||May 2005 - Jun 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
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