Christopher Berkland, financial advisor Phoenix AZ

Christopher Berkland

CRD Number: 1024851
Current Firm: Schwab Wealth Advisory, Inc.

Christopher Berkland (CRD# 1024851) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry. Christopher Berkland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Schwab Private Client Invest Advisory Phoenix, AZ Jul 2015 - Current 8
Charles Schwab & Company, Inc. Phoenix, AZ Jul 2015 - Current 8
Finra Washington, DC Dec 2014 - Jul 2015 < 1
The Vanguard Group, Inc. Scottsdale, AZ Sep 2012 - Jul 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Christopher W. Berkland
Phone Number: 415-667-7000
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY

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