Joshua Vieyra, financial advisor San Francisco CA
93 score

Joshua Vieyra

CRD Number: 5605767
Current Firm: Charles Schwab & Company, Inc.

Joshua Vieyra (CRD# 5605767) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank San Francisco, CA Feb 2015 - Current 1
Charles Schwab & Company, Inc. San Francisco, CA Oct 2008 - Current 8
Spi Marketing New York, NY Jun 2015 - Sep 2015 < 1
Banana Republic Denver, CO Sep 2008 - Jan 2009 < 1
Dazbog Coffee Denver, CO Jun 2007 - Aug 2008 1
Vassar College Denver, CO Jan 2004 - May 2007 3
Environmental Systems Research Institute Redlands, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Joshua M. Vieyra
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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