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Erik Donovan Pharris

Charles Schwab & CO., Inc.

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About Erik Donovan Pharris

Erik Donovan Pharris is a financial advisor with over 17 years of experience in the industry. Erik currently works at Charles Schwab & Co., Inc. in Lone Tree, Colorado, having joined the firm in November 2021. Erik has previously held roles at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., BANCWEST INVESTMENT SERVICES, INC. and PRIMEVEST FINANCIAL SERVICES, INC. Erik has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.

Firm Information

Erik Pharris 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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Erik Pharris’s Registration & Firm History

CO

11/30/2021 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

10/01/2012 - 10/31/2021

J.P. MORGAN SECURITIES LLC (LAKEWOOD CO)

CO

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LITTLETON CO)

CO

11/16/2007 - 05/02/2009

WAMU INVESTMENTS, INC. (CENTENNIAL CO)

CO

05/17/2006 - 10/17/2007

BANCWEST INVESTMENT SERVICES, INC. (DENVER CO)

CO

05/19/2004 - 05/17/2006

PRIMEVEST FINANCIAL SERVICES, INC. (DENVER CO)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Erik Donovan Pharris. Review regulatory record here.
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