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Eric Brandon Saunders

Schwab Wealth Advisory, Inc.

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About Eric Brandon Saunders

Eric Saunders is a financial advisor with Schwab Wealth Advisory, Inc. Eric has over 17 years of experience in the financial services industry. Eric is registered with the state of Colorado and Texas, and holds Series 66, Series 24, and Series 7 securities licenses. Eric is also a Certified Financial Planner. Eric's previous employers include J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wells Fargo Investments, LLC.

Firm Information

Eric Saunders 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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Eric Saunders’s Registration & Firm History

CO

12/11/2020 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CA

10/01/2012 - 04/16/2015

J.P. MORGAN SECURITIES LLC (IRVINE CA)

CA

12/14/2006 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SAN CLEMENTE CA)

AZ

05/03/2006 - 10/16/2006

WELLS FARGO INVESTMENTS, LLC (PRESCOTT AZ)

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Licenses & Designations

BOTH

Issued 06/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Eric Brandon Saunders. Review regulatory record here.
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