Adam Frieg, AAMS®

VP - Financial Consultant

+1 831-622-5925

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Investment Consultant, Charles Schwab, 2012-2015
  • Client Relationship Specialist, Charles Schwab, 2008-2012
  • Client Service Specialist, T. Rowe Price, 2005-2008

Education

  • BA, Westmont College

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

Modal can be closed by pressing Escape key.