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Gregory Dean Fesperman

Charles Schwab & CO., Inc.

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About Gregory Dean Fesperman

Gregory Dean Fesperman is a financial advisor with Charles Schwab & CO., Inc. Gregory has been in the financial services industry since 2017. He holds the Series 63, 66, and 7 licenses and the SIE designation. Gregory has been registered with Charles Schwab & CO., Inc. since 2019. He is licensed in 24 states and the District of Columbia. Gregory specializes in financial planning and portfolio management for individuals. He also offers selection of other advisors. Gregory has experience working with high-net-worth individuals, corporations, and charitable organizations. Gregory is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Gregory Fesperman 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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Gregory Fesperman’s Registration & Firm History

CO

04/05/2019 - Present

Charles Schwab & CO., Inc. (Boulder CO)

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Licenses & Designations

BOTH

Issued 12/14/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Gregory Dean Fesperman. Review regulatory record here.
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