Adam Liu

VP - Financial Consultant

+1 626-744-5922

Financial credentials

  • Series 7, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2018-2022
  • Assistant Branch Manager, Scottrade, 2011-2018
  • Senior Stockbroker, Scottrade, 2002-2011
  • Investment Specialist, Charles Schwab, 2000-2001
  • Account Executive, TD Waterhouse, 1998-2000

Education

  • Bachelor's Degree, Finance, Cal State University Long Beach

Standard mailing address:

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

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