Schwab Private Client Investment Advisory, Inc
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About this Advisor
Beverly Brodie is a certified financial planner based in Orlando, Florida. Currently a registered advisor at Schwab Private Client Investment Advisory, Inc, they have gathered 14 years of experience in the financial advisory industry. Brodie holds Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Brodie is registered to work with investors in Florida and Texas. Their career trajectory has included roles at Schwab Private Client Inv. Adv., Inc and Charles Schwab & Co., Inc. Schwab Private Client Investment Advisory, Inc is based out of Orlando, Florida, and has 10 additional locations in the country. Overall, Schwab Private Client Investment Advisory, Inc oversees $90 billion in assets throughout 108,791 client accounts and employs more than 598 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. Currently 66% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Schwab Private Client Investment Advisory, Inc provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients other fees.
Certifications and Registrations
Years of Experience
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Schwab Private Client Investment Advisory, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Beverly Brodie Work History
Beverly has 14 years of experience.
Schwab Private Client Inv. Adv., Inc
Charles Schwab & Co., Inc
Beverly Brodie has no disclosures.
Please visit their SEC profile for more details.