Greg Myers, financial advisor Santa Fe NM
93 score

Greg Myers

CRD Number: 4625574
Current Firm: Charles Schwab & Company, Inc.

Greg Myers (CRD# 4625574) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Fe, NM and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Santa Fe, NM Oct 2013 - Current 4
Epona Stables, LLC Phoenix, AZ Mar 2012 - Current 5
Charles Schwab & Company, Inc. Santa Fe, NM Feb 2007 - Current 10
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jan 2012 - Oct 2013 1
Charles Schwab Bank Phoenix, AZ Aug 2009 - Dec 2011 2
Farmers Financial Solutions Glendale, AZ Sep 2006 - Feb 2007 < 1
Farmers Insurance Group Glendale, AZ Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Greg A. Myers
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NM
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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