Brian L. Balogh

VP - Sr. Financial Consultant

+1 208-395-2387

Financial credentials

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

Experience

28 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present
  • Financial Adviser, Morgan Stanley, 2003-2005
  • Project Manager, NTL Inc, London UK, 2000-2002
  • Assistant Manager, Nova, Tokyo, 1994-1997

Education

  • BA, Political Science, University of North Carolina, Chapel Hill
  • Schwab Private Client Training
  • Professional Foundations Course, Financial Advisers, Morgan Stanley
  • CELTA, International House Barcelona

Personal interests and affiliations

  • Istanbul Bilgi University, Lecturer, 1997-1998
  • Boise Heights Board Member, 2014-2016, Road Safety Committee Chair

Standard mailing address:

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

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