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Brian Michael Latorre

Charles Schwab & CO., Inc.

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About Brian Michael Latorre

Brian Latorre is a financial advisor associated with Charles Schwab & Co., Inc. Brian has been in the financial industry since May 14, 2012 and has been registered with the Securities and Exchange Commission since March 3, 2011. Brian holds Series 6, 7, 63 and 66 licenses, as well as the Securities Industry Essentials exam (SIE). Brian is also a Certified Financial Planner. In addition to working with Charles Schwab & Co., Inc., Brian also had a previous role with PRUCO SECURITIES, LLC. Brian has been registered with the State of Texas as an Investment Advisor Representative since March 23, 2021.

Firm Information

Brian Latorre 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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Brian Latorre’s Registration & Firm History

CO

03/23/2021 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

AZ

02/21/2011 - 07/25/2011

PRUCO SECURITIES, LLC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 08/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2012

Series 7 - General Securities Representative Examination

BC

Issued 02/17/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brian Michael Latorre.
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