Brian SchwabCRD Number: 6007675
Current Firm: Wells Fargo Clearing Services, LLC
Brian Schwab (CRD# 6007675) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Williamsburg, VA and has over 5 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Joss Financial Group
Axa Advisors, LLC
|Wells Fargo Clearing Services, LLC||Williamsburg, VA||Nov 2016 - Current||1|
|Williamsburg Indoor Sports Complex||Williamsburg, VA||Aug 2014 - Current||3|
|Wells Fargo Advisors, LLC||Williamsburg, VA||Aug 2016 - Nov 2016||< 1|
|Valic Financial Advisors, Inc.||North Chesterfield, VA||Dec 2014 - Jul 2016||1|
|Gapjoy Learning Solutions, Inc.||Newport News, VA||Aug 2014 - Nov 2014||< 1|
|Edward Jones||St Louis, MO||Jan 2014 - Jul 2014||< 1|
|Unemployed||Williamsburg, VA||Oct 2013 - Dec 2013||< 1|
|Brian Schwab Insurance Agency||Newport News, VA||Oct 2012 - Sep 2013||< 1|
|State Farm Vp Management Corp.||Newport News, VA||Dec 2011 - Sep 2012||< 1|
|Mission Pharmacal||San Antonio, TX||Sep 2011 - Dec 2011||< 1|
|Ventiv Commercial Services||Somerset, NJ||May 2009 - Aug 2011||2|
|Unemployed||Williamsburg, VA||Oct 2008 - May 2009||< 1|
|Ventiv Commercial Services||Somerset, NJ||Aug 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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