Brian MacLachlan, AAMS®, CFP®, CMFC®

VP - Sr. Financial Consultant

+1 949-955-4095

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Mutual Fund Counselor℠
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

23 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • VP - Financial Consultant, Charles Schwab, 2006-2013
  • Financial Consultant, Charles Schwab, 2005-2005
  • Investment Specialist, Charles Schwab, 2003-2005
  • Client Service Specialist, Charles Schwab, 2000-2003

Education

  • BS, Finance, California State University, Long Beach

Standard mailing address:

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

Modal can be closed by pressing Escape key.