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Andrea Flores

Schwab Wealth Advisory, Inc.

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About Andrea Flores

Andrea Flores is a financial advisor with Schwab Wealth Advisory, Inc. Andrea has been working in the financial industry since 2007 and is registered to provide investment advice in 28 states. Andrea has a Series 7, Series 63, and Series 66 license and is a Certified Financial Planner and a Chartered Financial Consultant. Andrea has experience working with a variety of clients, including high net worth individuals, corporations, and retirement plans. Andrea specializes in financial planning, portfolio management for individuals and businesses. Andrea is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.

Firm Information

Andrea Flores is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Andrea Flores’s Registration & Firm History

AZ

01/10/2021 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

01/08/2013 - 02/27/2019

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

02/19/2009 - 12/14/2012

CENTAURUS FINANCIAL, INC. (SCOTTSDALE AZ)

AZ

04/30/2008 - 02/12/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)

AZ

06/18/2007 - 03/26/2008

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 05/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrea Flores.
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