James Egan, financial advisor The Woodlands TX

James Egan

CRD Number: 1336572
Current Firm: Charles Schwab & Company, Inc.

James Egan (CRD# 1336572) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Woodlands, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb The Woodlands, TX Nov 2023 - Current < 1
Charles Schwab And Company, Inc. The Woodlands, TX Dec 2022 - Current 1
Tdameritrade, Inc. The Woodlands, TX Jan 2014 - Dec 2022 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for James Egan
Phone Number: 415-667-7000
Registered State(s):
  • 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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