Brian T. Attard, APMA®, AWMA®, CFP®, RFC®

VP - Financial Consultant

+1 856-446-2954

Financial credentials

  • Accredited Portfolio Management Advisor℠
  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Registered Financial Consultant
  • Series 7, 9, 10, 66 Securities Licenses

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2019-2022
  • Branch Manager, Scottrade, 2011-2019
  • Investment Consultant, Scottrade, 2009-2011
  • Paraplanner, Ameriprise Financial, 2006-2009

Education

  • Bachelor's Degree, Finance, Rutgers University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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