Philip Choi, financial advisor San Francisco CA
93 score

Philip Choi

CRD Number: 2978431
Current Firm: Charles Schwab & Company, Inc.

Philip Choi (CRD# 2978431) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Self Employed Sacramento, CA Dec 2011 - Current 5
Charles Schwab Bank San Francisco, CA Feb 2005 - Current 11
Charles Schwab & Company, Inc. San Francisco, CA Nov 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Philip M. Choi
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • GA
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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