Brent Cassell, financial advisor Honolulu HI

Brent Cassell

CRD Number: 3068691
Current Firm: Charles Schwab & Company, Inc.

Brent Cassell (CRD# 3068691) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Honolulu, HI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company Inc. Honolulu, HI Jan 2008 - Current 16
Charles Schwab Bank Honolulu, HI Jan 2008 - Current 16
Williams Selyem Healdsburg, CA Oct 2014 - Jun 2018 3
Self Employed San Diego, CA Mar 2014 - May 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Brent E. Cassell
Phone Number: 415-667-7000
Registered State(s):
  • HI
  • 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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