Jim Hamari, financial advisor San Luis Obispo CA

Jim Hamari

CRD Number: 2068213
Current Firm: Charles Schwab & Company, Inc.

Jim Hamari (CRD# 2068213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Luis Obispo, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank San Luis Obispo, CA Feb 2005 - Current 19
Charles Schwab & Company, Inc. San Luis Obispo, CA Jan 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
Contact Info for Jim W. Hamari
Phone Number: 415-667-7000
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
  • 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, AZ, 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

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