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Geoffrey Donnell Doyle

Charles Schwab & CO., Inc.

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About Geoffrey Donnell Doyle

Geoffrey Donnell Doyle is a financial advisor with over 11 years of experience in the industry. Geoffrey is currently registered with Charles Schwab & CO., Inc. in Phoenix, Arizona. Prior to joining Charles Schwab & CO., Inc., Geoffrey worked at TD AMERITRADE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SCOTTRADE, INC., and THRIVENT INVESTMENT MANAGEMENT INC. Geoffrey holds the Series 7 and Series 66 licenses. Geoffrey's areas of specialization include Financial Planning and Portfolio Management.

Firm Information

Geoffrey Doyle 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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Geoffrey Doyle’s Registration & Firm History

AZ

09/01/2023 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

CA

10/07/2016 - 09/01/2023

TD AMERITRADE, INC. (SAN DIEGO CA)

CA

06/09/2015 - 05/24/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)

CA

07/09/2013 - 06/18/2015

SCOTTRADE, INC. (SAN DIEGO CA)

CA

11/14/2011 - 07/03/2013

THRIVENT INVESTMENT MANAGEMENT INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 01/23/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2011

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 Geoffrey Donnell Doyle.
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