Nancy RomneyCRD Number: 5476819
Current Firm: Charles Schwab & Company, Inc.
Nancy Romney (CRD# 5476819) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 5 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Charles Schwab & Company, Inc.||San Francisco, CA||Feb 2015 - Current||3|
|Charles Schwab Bank||San Francisco, CA||Feb 2015 - Current||3|
|Fisher Investments||Woodside, CA||Jan 2013 - Feb 2015||2|
|Credit Suisse||New York, NY||May 2011 - Dec 2012||1|
|Credit Suisse||Raleigh, NC||Jan 2008 - May 2011||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
|S63||Uniform Securities State Law Examination||May 2015|
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