Adam Hargis, CFP®

VP - Sr. Financial Consultant

+1 636-730-3508

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2018-2022
  • Assistant Branch Manager, Scottrade, 2016-2018
  • Investment Consultant, Scottrade, 2014-2016
  • Financial Advisor, Edward Jones, 2013-2014

Education

  • BS, Finance, Saint Louis University

Standard mailing address:

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

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