Clay Charland, CFP®

VP - Financial Consultant

+1 336-231-3141

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Senior Associate Portfolio Analyst, Domani Wealth, 2022-2023
  • Investment Strategist, Atlas Private Wealth Advisors, 2021-2022
  • Financial Planner, The GenWealth Group, 2021-2021
  • VP - Financial Consultant, Charles Schwab, 2020-2021
  • Associate Financial Consultant/Registered Representative, Charles Schwab, 2017-2020

Education

  • BS, Finance, Arizona State University - W.P. Carey School of Business

Standard mailing address:

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

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