Alvin Desire Fonkoua Sop

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 07/2021
  Charles Schwab & Co., Inc.
  Arlington, VA
• 08/2015 → 05/2017
  Winthrop University
  Rock Hill, SC
• 06/2019 → 07/2021
  Charles Schwab Bank
  Arlington, VA
• 07/2021 → Present
  Goldman Sachs
  Washington, DC

Previous Registrations

• 2019-07-02 → 2021-07-22
  Charles Schwab & Co., Inc.
  Orlando, FL
  Arlington, VA

Exams

• S66 Uniform Combined State Law Examination
  2019-07-02
• S63 Uniform Securities Agent State Law Examination
  2017-10-26

Designations

• Certified Financial Planner

Other Names

• Alvin Fonkoua