Christopher W Berkland

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2015 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 07/2015 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ

Previous Registrations

• 2014-07-21 → 2015-07-30
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2006-08-23 → 2012-08-14
  Usaa Financial Planning Services
  Phoenix, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-09-06
• S65 Uniform Investment Adviser Law Examination
  2006-08-07

Designations

• Certified Financial Planner

Other Names

• Christopher W Berkland
• Chris Berkland
• Christopher Wayne Berkland