Edward Budd, CRPC®

Independent Branch Financial Consultant

+1 518-245-9999

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 9, 10, 63, 65 Securities Licenses

Experience

30 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2024-present
  • Branch Manager, Charles Schwab, 2022-2024
  • Branch Manager, TD Ameritrade, 2018-2022
  • Branch Manager, Scottrade, 2009-2018
  • Financial Advisor, Bancnorth Investment Group, 2008-2009
  • Office Manager, Empire Asset Management, 2007-2008

Education

  • BS, Finance, Siena College

Standard mailing address:

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

Modal can be closed by pressing Escape key.