James Desanctis, financial advisor Lone Tree CO
93 score

James Desanctis

CRD Number: 6031742
Current Firm: Charles Schwab & Company, Inc.

James Desanctis (CRD# 6031742) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company,inc. Lone Tree, CO Nov 2017 - Current < 1
Charles Schwab Bank Lone Tree, CO Nov 2017 - Current < 1
Bank Of America, N.a. Jacksonville, FL Mar 2012 - Nov 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Feb 2012 - Nov 2017 5
Bank Of America Daytona Beach, FL Oct 2011 - Feb 2012 < 1
Malibu Beach Grill Port Orange, FL Jun 2011 - Oct 2011 < 1
Disney Lake Buena Vista, FL Feb 2011 - Jun 2011 < 1
Unemployment Port Orange, FL Jan 2011 - Jan 2011 < 1
Florida State University Tallahassee, FL Jul 2007 - Dec 2010 3
Tijuana Flats Tallahassee, FL Jun 2010 - Aug 2010 < 1
Luna Bella Ristorante New Smyrna Beach, FL Oct 2009 - Jan 2010 < 1
Florida State University Tallahassee, FL Aug 2009 - Oct 2009 < 1
David Paschal Daytona Beach, FL Jun 2009 - Jul 2009 < 1
Spruce Creek Country Club Daytona Beach, FL May 2009 - Jun 2009 < 1
David Paschal Daytona Beach, FL Jun 2008 - Jul 2008 < 1
Spruce Creek Country Club Daytona Beach, FL May 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for James G. Desanctis
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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