Chad Denney, financial advisor Santa Monica CA
90 score

Chad Denney

CRD Number: 5990608
Current Firm: Charles Schwab & Company, Inc.

Chad Denney (CRD# 5990608) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Monica, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Santa Monica, CA Jan 2015 - Current 1
Lia Morton E.a. Phoenix, AZ Feb 2014 - Current 2
Charles Schwab & Company, Inc. Phoenix, AZ Oct 2011 - Current 5
Steven Denney E.a. Phoenix, AZ Feb 2013 - Dec 2013 < 1
Arizona Central Credit Union Phoenix, AZ Nov 2008 - Oct 2011 2
West Valley National Bank Avondale, AZ Mar 2008 - Oct 2008 < 1
Comerica Bank Scottsdale, AZ Nov 2007 - Mar 2008 < 1
M&i Bank Cave Creek, AZ Mar 2007 - Oct 2007 < 1
Full Time Education Glendale, AZ Sep 2006 - Mar 2007 < 1
Discount Tire Company Phoenix, AZ May 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Chad T. Denney
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
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
90
Clean Record
This advisor has a clean track record with regulators.

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