George Chang, financial advisor Walnut Creek CA
93 score

George Chang

CRD Number: 2972829
Current Firm: Charles Schwab & Company, Inc.

George Chang (CRD# 2972829) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Walnut Creek, CA Jun 2007 - Current 9
Charles Schwab & Company, Inc. Walnut Creek, CA Jan 2007 - Current 9
Atlas Securities, Inc. San Leandro, CA Jul 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for George Y. Chang
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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