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Christina Gomez

Charles Schwab & CO., Inc.

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About Christina Gomez

Christina Gomez is a financial professional with over 17 years of experience in the financial services industry. Christina has worked at several firms, including LPL Financial LLC and TD Waterhouse Investor Services, Inc. Currently, Christina is registered with Charles Schwab & CO., Inc. and offers financial planning, security ratings, and selection of other advisors services. Christina is registered with the state of Texas and holds the Series 7, 79, 24, 66, and SIE licenses.

Firm Information

Christina Gomez 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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Christina Gomez’s Registration & Firm History

CA

12/06/2021 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

SC

06/07/2005 - 02/12/2020

LPL FINANCIAL LLC (FORT MILL SC)

NE

02/17/2004 - 06/10/2005

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

MN

08/21/2003 - 02/20/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/21/2003 - 02/20/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/09/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2003

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 Christina Gomez.
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