Brett McAvoy

Independent Branch Leader and Financial Consultant

+1 480-240-9371

Financial credentials

  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Clark Capital, 2017-2023
  • Regional Vice President, Steadfast Capital Markets, 2014-2017
  • Business Consultant, Curian Capital, 2008-2014

Education

  • Brigham Young University, BA

Standard mailing address:

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

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