Steven Bristol, CFP®

VP - Financial Consultant

+1 818-205-2987

Financial credentials

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

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2015-2022
  • Client Account Specialist, TD Ameritrade, 2012-2015

Education

  • Bachelor of Science, Business Administration/Marketing Management, Arkansas Tech University

Standard mailing address:

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

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