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Eric Lee Vincent

Schwab Wealth Advisory, Inc.

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About Eric Lee Vincent

Eric Vincent is a financial advisor registered with Schwab Wealth Advisory, Inc. Eric has been in the financial industry for over 20 years. Eric has a Series 63, Series 66, and Series 7 license and a Series 24 Principal license. Eric is also a Certified Financial Planner. Eric specializes in financial planning, portfolio management for individuals and businesses, and investment management. Eric's previous employment history includes working for Edward Jones, USAA Financial Advisors, Inc., USAA Financial Planning Services, and Charles Schwab & Co., Inc.

Firm Information

Eric Vincent 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 Vincent’s Registration & Firm History

CO

01/06/2020 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

09/07/2010 - 03/18/2016

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

OK

09/15/1998 - 08/25/2010

EDWARD JONES (MUSTANG OK)

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Licenses & Designations

BOTH

Issued 01/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1998

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 Eric Lee Vincent.
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