George Yanez, financial advisor Tucson AZ
93 score

George Yanez

CRD Number: 5419897
Current Firm: Charles Schwab & Company, Inc.

George Yanez (CRD# 5419897) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tucson, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Tucson, AZ Feb 2014 - Current 2
Charles Schwab & Company, Inc. Tucson, AZ Sep 2007 - Current 9
Freelance Musician Phoenix, AZ Aug 2000 - Current 16
Us Army National Guard Phoenix, AZ Jul 2000 - Jul 2009 9
Citifinancial Mortgage Phoenix, AZ Oct 2004 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for George L. Yanez
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
93
Clean Record
This advisor has a clean track record with regulators.

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