Sam Thomas, CFP®

VP - Financial Consultant

+1 801-239-2082

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 24, 66 Securities Licenses

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Sr. Financial Consultant, E*TRADE, 2010-2023
  • Branch Manager, LPL Financial, 2007-2010
  • Financial Advisor, A.G. Edwards & Sons, Inc., 2003-2007

Education

  • Bachelor's of Science, Business Finance, Brigham Young University
  • CFP®, College for Financial Planning

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.