Dave Humphrey

Dave Humphrey Email and Phone Number

VP - Financial Consultant at Charles Schwab @ Charles Schwab
san francisco, california, united states
Dave Humphrey's Location
Las Vegas, Nevada, United States, United States
Dave Humphrey's Contact Details

Dave Humphrey work email

Dave Humphrey personal email

n/a
About Dave Humphrey

Experienced Senior Financial Consultant with over 27 years in the industry. A demonstrated history of working with HNW clients, helping families find solutions to help them achieve their lifetime financial goals. Hold Series 7, 9&10, 65. Bachelor of Science - BS focused in Marketing and Communications from Westminster College.

Dave Humphrey's Current Company Details
Charles Schwab

Charles Schwab

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VP - Financial Consultant at Charles Schwab
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Dave Humphrey Work Experience Details
  • Charles Schwab
    Vp - Financial Consultant
    Charles Schwab Feb 2021 - Present
    Henderson, Nevada, United States
    View
  • Td Ameritrade
    Senior Financial Consultant
    Td Ameritrade May 2016 - Jan 2021
    Las Vegas, Nevada, United States
    View
  • Valic
    Financial Adivsor
    Valic Aug 2015 - May 2016
    Las Vegas, Nevada, United States
    Provided financial planning and financial education to educators, hospital employees, and non-profit organizations In the Las Vegas area.
    View
  • Fisher Investments
    Vice President, Outside Sales Person
    Fisher Investments Jul 2014 - Jul 2015
    Las Vegas, Nevada, United States
    Introduced prospects to the RIA services provided by Fisher Investments. Met with HNW clients to show them how Fisher Investments can help them achieve their lifetime financial goals
    View
  • Gentry Wealth Management
    Wealth Advisor
    Gentry Wealth Management Aug 2011 - Jul 2014
    Las Vegas, Nevada, United States
    Wealth Advisor and Financial Planner for a Registered Investment Advisor. Opened new territory for a RIA firm.
  • Fidelity Investments
    Vice President, Sr. Account Executive
    Fidelity Investments Jun 2004 - Jul 2011
    Las Vegas, Nevada, United States
    Helped high net worth families achieve their lifetime financial goals.
    View

Dave Humphrey Education Details

Frequently Asked Questions about Dave Humphrey

What company does Dave Humphrey work for?

Dave Humphrey works for Charles Schwab

What is Dave Humphrey's role at the current company?

Dave Humphrey's current role is VP - Financial Consultant at Charles Schwab.

What is Dave Humphrey's email address?

Dave Humphrey's email address is da****@****wab.com

What schools did Dave Humphrey attend?

Dave Humphrey attended Westminster College.

Who are Dave Humphrey's colleagues?

Dave Humphrey's colleagues are Dan Fishlow, Jae Chung, Nicholas Teyechea, Eric Ritossa Cfp®, Aams®,cmfc®, Colby Laxton, Aams®, Elisabeth Farlow, Manuel Maldonado.

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