Gary J Hall, AAMS®, CFP®

VP - Financial Consultant

+1 714-385-6023

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Financial Consultant Partner, Charles Schwab, 2014-2018
  • High Net Worth Associate, Charles Schwab, 2013-2014
  • Advisor Assistant, Merrill Lynch, 2011-2012

Education

  • BS, Business Administration
  • Minor Economics
  • California State University Channel Islands

Personal interests and affiliations

    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.