James Egan

VP - Sr. Financial Consultant

+1 281-465-5670

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

35 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • Sr. Financial Consultant, TD Ameritrade, 2014-2020
  • Financial Advisor, Merrill Lynch, 2010-2013
  • Financial Specialist, Guardian Life Insurance, 2009-2010
  • Relationship Manager, Bloomberg, 1998-2005

Education

  • BA, Finance, The Catholic University of America

Standard mailing address:

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

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