Chastin Egbert, financial advisor Tacoma WA

Chastin Egbert

CRD Number: 6409802
Current Firm: Charles Schwab & Company, Inc.

Chastin Egbert (CRD# 6409802) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tacoma, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade, Inc. Eugene, OR Nov 2022 - Current 1
Charles Schwab & Company, Inc. Eugene, OR Feb 2019 - Current 5
Charles Schwab Bank, Ssb Eugene, OR Feb 2019 - Current 5
Fidelity Brokerage Services LLC Salt Lake City, UT Oct 2014 - Feb 2019 4
Mr. Blind Cleaner Midvale, UT Apr 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
S63 Uniform Securities State Law Examination Jan 2015
Contact Info for Chastin P. Egbert
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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