Charles Ho, financial advisor Folsom CA
93 score

Charles Ho

CRD Number: 5370565
Current Firm: Legacy Builders Financial, LLC

Charles Ho (CRD# 5370565) is an Investment Advisor Representative working at Legacy Builders Financial, LLC in Folsom, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Builders Financial, LLC Folsom, CA Sep 2017 - Current < 1
Charles Schwab Bank Roseville, CA May 2008 - Jun 2017 9
Charles Schwab & Company, Inc. Roseville, CA Apr 2008 - Jun 2017 9
Unemployed Roseville, CA Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Charles Ho
Phone Number: (916) 758-2043
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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