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Christian Merrill Valoria

Charles Schwab & CO., Inc.

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About Christian Merrill Valoria

Christian Valoria is a registered investment advisor with Charles Schwab & CO., Inc. Christian has over 20 years of experience in the financial services industry. Christian is licensed to provide investment advice in Arizona and California. Christian holds FINRA Series 6, 7, and 66 securities licenses. Christian also holds the Securities Industry Essentials (SIE) exam. Christian has been associated with Charles Schwab & CO., Inc. since 2006. Before that, Christian was associated with Halbert, Hargrove & Co. from 2001 to 2006. Christian is a financial planner and provides financial planning services and advisor referral services. Christian is a registered representative and investment advisor representative.

Firm Information

Christian Valoria 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 Valoria’s Registration & Firm History

AZ

05/02/2006 - Present

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

CA

12/18/2001 - 03/23/2006

HALBERT, HARGROVE & CO. (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 11/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2002

Series 7 - General Securities Representative Examination

BC

Issued 12/17/2001

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 Christian Merrill Valoria.
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