David E. Mattox, CFP®

VP - Sr. Financial Consultant

+1 770-988-2713

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1995-present

Education

  • BA, Economics, Indiana University

Personal interests and affiliations

  • Financial Planning Association

Standard mailing address:

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

Modal can be closed by pressing Escape key.