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Zach R Sand

Charles Schwab & CO., Inc.

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About Zach R Sand

Zach Sand is a financial advisor with Charles Schwab & Co., Inc. Zach has been in the financial industry since April 1, 2018, working with clients in Phoenix, Arizona. Zach is licensed to offer securities in 51 states and has earned the Series 6, 7 and 63 licenses, as well as the SIE exam. Zach has previously held positions with USAA Investment Services Company and USAA Financial Advisors, Inc. Zach is a financial advisor with a wide range of experience and expertise to assist clients with their financial planning needs.

Firm Information

Zach Sand 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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Zach Sand’s Registration & Firm History

AZ

09/23/2020 - Present

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

AZ

06/08/2020 - 09/09/2020

USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)

AZ

09/11/2019 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

12/14/2017 - 06/06/2019

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 01/30/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2018

Series 7 - General Securities Representative Examination

BC

Issued 12/14/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Zach R Sand.
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