David Albright, financial advisor Lone Tree CO

David Albright

CRD Number: 6233647
Current Firm: Schwab Private Client Investment Advisory, Inc.

David Albright (CRD# 6233647) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 6 years of experience in the finance industry.

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Margin
Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Sep 2015 - Current 4
Charles Schwab & Company, Inc. Lone Tree, CO Jul 2013 - Current 6
Unemployed Honeoye Falls, NY Jan 2013 - Jul 2013 < 1
St. John Fisher College Rochester, NY Jan 2011 - Dec 2012 1
Kjt Group Honeoye Falls, NY May 2012 - Aug 2012 < 1
Hess Express Farmington, NY Dec 2010 - May 2012 1
Thompson Health Canandaigua, NY Aug 2010 - Dec 2010 < 1
Grove City College Grove City, PA Aug 2007 - May 2010 2
Congressional Office Washington, DC Aug 2009 - Dec 2009 < 1
Magnum Hinge Victor, NY Jul 2009 - Aug 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for David E. Albright
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    91,149
    MILLIONS
  • Total Number of Accounts
    182,872
    ACCOUNTS
  • Average Account Value
    $498,433
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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