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Brandon James Kocmoud

Charles Schwab & CO., Inc.

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About Brandon James Kocmoud

Brandon James Kocmoud is a financial advisor at Charles Schwab & CO., Inc. Brandon has been in the financial industry for over 10 years and has a strong understanding of the financial markets. Brandon has passed the Series 63, Series 66, and Series 7TO exams. Brandon is also a Certified Financial Planner. Brandon has been a financial advisor at Charles Schwab & CO., Inc. since June 2020 and also provides investment advice for Charles Schwab Bank, SSB since June 2022. Brandon specializes in providing financial planning and investment advice to individual clients.

Firm Information

Brandon Kocmoud 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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Brandon Kocmoud’s Registration & Firm History

AZ

02/17/2022 - Present

Charles Schwab & CO., Inc. (Chandler AZ)

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Licenses & Designations

BOTH

Issued 02/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brandon James Kocmoud.
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