Eddy WangCRD Number: 2970085
Current Firm: Charles Schwab & Company, Inc.
Eddy Wang (CRD# 2970085) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 18 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Charles Schwab Bank||Sunnyvale, CA||Oct 2007 - Current||9|
|Charles Schwab & Company, Inc.||Sunnyvale, CA||Sep 2007 - Current||9|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Jose, CA||Oct 2005 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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