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Blanca Estella Graham

Charles Schwab & CO., Inc.

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About Blanca Estella Graham

Blanca Estella Graham is an investment advisor representative with Charles Schwab & Co., Inc. Blanca has been in the industry for 20 years and has worked for several other firms, including Morgan Stanley, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Blanca holds Series 63, 66, 7, 9, 10, and SIE licenses. Blanca is registered to offer securities and investment advisory services in Texas. Blanca is currently working from the El Paso branch office of Charles Schwab.

Firm Information

Blanca Graham is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Blanca Graham’s Registration & Firm History

TX

03/20/2018 - Present

Charles Schwab & CO., Inc. (El Paso TX)

TX

08/09/2013 - 08/08/2017

MORGAN STANLEY (EL PASO TX)

TX

10/01/2012 - 08/15/2013

J.P. MORGAN SECURITIES LLC (EL PASO TX)

TX

06/17/2002 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (EL PASO TX)

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Licenses & Designations

BOTH

Issued 11/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/22/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Blanca Estella Graham. Review regulatory record here.
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