Douglas Schaefer, financial advisor Wilmington NC
93 score

Douglas Schaefer

CRD Number: 1260889
Current Firm: Charles Schwab & Company, Inc.

Douglas Schaefer (CRD# 1260889) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wilmington, NC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Wilmington, NC Feb 2005 - Current 11
Charles Schwab & Company, Inc. Wilmington, NC Apr 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Douglas W. Schaefer
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NC
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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