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Christian Edwin Zepeda

Charles Schwab & CO., Inc.

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About Christian Edwin Zepeda

Christian Zepeda is a financial advisor at Charles Schwab & Co., Inc. Christian has been in the financial services industry since July 2003. Christian has been with Charles Schwab & Co., Inc. since March 2019. Christian is registered with the state of Minnesota and Texas as well as FINRA. Christian holds the Series 7, Series 63, and Series 66 licenses. Christian is also a Certified Financial Planner. Christian's previous experience includes working at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Christian Zepeda 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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Christian Zepeda’s Registration & Firm History

MN

03/23/2021 - Present

Charles Schwab & CO., Inc. (Woodbury MN)

MN

06/29/2012 - 03/18/2019

WELLS FARGO CLEARING SERVICES, LLC (WEST SAINT PAUL MN)

MN

06/15/2007 - 07/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)

OK

07/10/2003 - 06/21/2007

EDWARD JONES (TULSA OK)

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Licenses & Designations

BOTH

Issued 06/15/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/11/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Christian Edwin Zepeda. Review regulatory record here.
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