George Barron (CRD# 4504031) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 21 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Sacramento, CA | Sep 2014 - Current | 9 |
| Charles Schwab Bank | Sacramento, CA | Mar 2010 - Current | 14 |
| Rental Property | Sacramento, CA | Aug 2008 - Current | 15 |
| Charles Schwab & Company, Inc. | Sacramento, CA | Mar 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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