Dave Humphrey, CFP®

VP - Financial Consultant

+1 702-269-7077

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 9, 10, 63, 66 Securities Licenses

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Senior Financial Consultant, TD Ameritrade, 2016-2021
  • Financial Advisor, VALIC, 2015-2016
  • Vice President, Fisher Investments, 2014-2015
  • Wealth Advisor, Gentry Wealth Management, 2011-2014
  • VP, Sr. Account Executive, Fidelity Investments, 1993-2011

Education

  • Bachelor of Science, Marketing and Communications, Westminster College

Personal interests and affiliations

  • Lutheran Church Charities Comfort Dog Ministries, Dog Caregiver, 2016-Current

Standard mailing address:

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

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