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Kristi-anna Celeste Bencomo

Charles Schwab & CO., Inc.

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About Kristi-anna Celeste Bencomo

Kristi-Anna Bencomo is a registered representative at Charles Schwab & CO., Inc., based in Lone Tree, CO. Kristi-Anna has been in the securities industry since June 2021. She holds the Series 66 license. The firm Charles Schwab & CO., Inc. has been in business since 1971. Kristi-Anna's previous experience includes working for Morgan Stanley, Vivient Health, Colorado Access, American Academy, Tony's Market, Enstrom Candies Cherry Creek, Colorado Fund for People with Disabilities, Eating Recovery Center, Fidelity Investments, Ameriprise Financial Services, LLC, and Vivient Health. The firm's advisory services include financial planning, selection of other advisors, and other services. The firm's client types include individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, insurance companies, pension and profit-sharing plans, and charitable organizations.

Firm Information

Kristi-anna Bencomo 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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Kristi-anna Bencomo’s Registration & Firm History

CO

01/03/2025 - Present

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

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristi-anna Celeste Bencomo.
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