Chaz Egbert

VP - Assistant Branch Manager

+1 541-302-6874

Financial credentials

  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2023-present
  • VP - Financial Consultant, Charles Schwab, 2020-2023
  • Associate Financial Consultant, Charles Schwab, 2019-2020
  • Investment Consultant, Fidelity Investments, 2018-2019
  • High Net Worth Client Service Associate, Fidelity Investments, 2014-2018

Education

  • BS, Business Management, WGU

Standard mailing address:

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

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