David Bubb

VP - Financial Consultant

+1 301-941-9807

Financial credentials

  • Series 7, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Financial Advisor, First Financial Group, 2015-2016
  • Regional Consultant, Mutual of America, 2013-2015
  • Investment Consultant, TD Ameritrade, 2009-2013
  • Senior Financial Consultant, PNC Investments, 2007-2009
  • Financial Advisor, Merrill Lynch, 2001-2007

Education

  • BA, Economics and Business Administration, McDaniel College

Standard mailing address:

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

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