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

12 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

Standard mailing address:

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

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