Michael BachCRD Number: 3168845
Current Firm: Charles Schwab & Company, Inc.
Michael Bach (CRD# 3168845) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 19 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
|Charles Schwab Bank, Ssb||Arnold, MO||Apr 2022 - Current||1|
|Charles Schwab Premiere Bank||Arnold, MO||Apr 2022 - Current||1|
|Charles Schwab Trust Bank||Arnold, MO||Apr 2022 - Current||1|
|Charles Schwab & Company, Inc.||Arnold, MO||Dec 2021 - Current||1|
|Td Ameritrade, Inc.||St. Louis, MO||Dec 2017 - Dec 2021||4|
|Scottrade, Inc.||St. Louis, MO||May 2007 - Dec 2017||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2003|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning 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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