Brian C. Smith, AAMS®

VP - Financial Consultant

+1 513-361-8631

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2004-present
  • Stockbroker, Scottrade Inc., 2000-2004

Education

  • BS, Business Finance, Indiana University Purdue University Indianapolis

Standard mailing address:

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

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