Andrew StevensCRD Number: 4521515
Current Firm: Charles Schwab & Company, Inc.
Andrew Stevens (CRD# 4521515) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Washington, DC and has over 13 years of experience in the finance industry. Andrew Stevens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Charles Schwab & Company, Inc.||Washington, DC||Jul 2017 - Current||< 1|
|Charles Schwab Bank||Washington, DC||Jul 2017 - Current||< 1|
|Suntrust Advisory Services, Inc.||Sterling, VA||Sep 2016 - Jul 2017||< 1|
|Suntrust Investment Services, Inc.||Sterling, VA||Aug 2013 - Jul 2017||3|
|Suntrust Bank||Vienna, VA||Jan 2013 - Aug 2013||< 1|
|Suntrust Investment Services, Inc.||Vienna, VA||Jan 2013 - Aug 2013||< 1|
|Suntrust Investment Services, Inc.||Orlando, FL||May 2011 - Jan 2013||1|
|Sun Trust Bank||Orlando, FL||Feb 2011 - Jan 2013||1|
|Wachovia Bank, N.a.||Mclean, VA||May 2008 - Jan 2011||2|
|Wachovia Securities, LLC||Mclean, VA||May 2008 - Jan 2011||2|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Feb 2005|
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, 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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