Bendigo Agnew (CRD# 5507727) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Riverview, FL | May 2020 - Current | 3 |
| Rental Property | Streamwood, IL | Dec 2016 - Current | 7 |
| Usaa Investment Management Company | Tampa, FL | Jan 2018 - May 2020 | 2 |
| Usaa Financial Advisors, Inc. | Tampa, FL | Nov 2016 - May 2020 | 3 |
| Usaa Financial Planning Services Inc. | Tampa, FL | Nov 2016 - May 2020 | 3 |
| Bank Of America, N.a. | Mt. Prospect, IL | Jul 2015 - Nov 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mt. Prospect, IL | Jul 2015 - Nov 2016 | 1 |
| Scottrade, Inc. | Park Ridge, IL | Mar 2008 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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