Christopher
Duncan

Schwab Private Client Investment Advisory, Inc

CRD#4226767
Investment Advisor
in Orlando, FL
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About this Advisor

Christopher Duncan is a certified financial planner working in Orlando, Florida, with 18 years in the industry. Duncan is an employee of Schwab Private Client Investment Advisory, Inc. Their career trajectory has included roles at Schwab Private Client Investment Advisory, Inc, Charles Schwab & Co., Inc and Charles Schwab Bank. Duncan maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Florida. Schwab Private Client Investment Advisory, Inc is a registered investment business that has its headquarters in Orlando, Florida. It has offices in 10 locations and a total of 598 advisors. It handles $90 billion in assets under management among its 108,791 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 108,791 client accounts, 66% are held by high-net-worth clients who have at least $1 million in assets. Schwab Private Client Investment Advisory, Inc provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually depend on the financial services provided. However, fees billed by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

Yes

Office Location

1958 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christopher Duncan Work History

Christopher has 18 years of experience.

2012 - Present (7 years)

Schwab Private Client Investment Advisory, Inc

2005 - 2011 (6 years)

Charles Schwab Bank

2000 - Present (19 years)

Charles Schwab & Co.,Inc

Disclosures

Christopher Duncan has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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