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Inga Yengoyan

Charles Schwab & CO., Inc.

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About Inga Yengoyan

Inga Yengoyan is a financial advisor who has been working in the industry since 2019. Inga is currently registered with Charles Schwab & CO., Inc. and has several licenses and certifications including Series 63, 65, and 7. Inga has worked at several firms throughout her career including Santander Bank, NA, Santander Securities, LLC, American Cleaners, and Rasgostrakh Armenia Insurance. Inga specializes in financial planning and providing investment advice. Inga is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Inga Yengoyan 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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Inga Yengoyan’s Registration & Firm History

MA

01/08/2025 - Present

Charles Schwab & CO., Inc. (Burlington MA)

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Licenses & Designations

IA

Issued 10/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Inga Yengoyan.
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