Greg Allen, CFP®

VP - Financial Consultant

+1 713-463-4153

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses

Experience

36 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • FC, TD Ameritrade, 2012-2022
  • FC, E*TRADE, 2010-2012
  • FC, Chase Investments, 2000-2010

Education

  • BBA - Finance Sam Houston State University

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.