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Channing Elizabeth Longman

Schwab Wealth Advisory, Inc.

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About Channing Elizabeth Longman

Channing Elizabeth Longman is a registered investment advisor representative with Schwab Wealth Advisory, Inc. Channing Longman has been in the financial services industry since November 2012. Channing Longman is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Washington and Wisconsin. Channing Longman previously worked at Fidelity Brokerage Services LLC from August 2012 to November 2020.

Firm Information

Channing Longman 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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Channing Longman’s Registration & Firm History

CA

01/04/2022 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

IN

08/06/2012 - 11/12/2020

FIDELITY BROKERAGE SERVICES LLC (CARMEL IN)

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Licenses & Designations

BOTH

Issued 05/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2012

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 Channing Elizabeth Longman.
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