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Christine Marie Leach

Schwab Wealth Advisory, Inc.

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About Christine Marie Leach

Christine Marie Leach is a financial advisor with Schwab Wealth Advisory, Inc. Christine has been working in the financial services industry since August 1999 and has a wide range of experience. Christine holds Series 63, 66, 7 and SIE licenses. Christine is registered to provide investment advice in Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Idaho, Illinois, Massachusetts, Michigan, Minnesota, Mississippi, Montana, New York, North Carolina, Oregon, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin. Christine has been with Schwab Wealth Advisory since July 2023. Christine's previous employers include Charles Schwab & Co., Inc. and Charles Schwab Bank.

Firm Information

Christine Leach 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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Christine Leach’s Registration & Firm History

AZ

07/21/2023 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 08/23/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/1999

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 Christine Marie Leach.
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