Wendell, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$0
ClientsTotal clients
955,800
AdvisorsAdvisors at this office
2
Of 6,774 advisors across 756 offices
Location
Wendell NC
Advisors at this office
2
Advisors at this office
Richard P
Series 63, Series 66
Wendell, NC
Charles Schwab
Richard Pabis Jr. is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various roles since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational resources.
Jordan S
Series 66
Wendell, NC
Charles Schwab
Jordan Senter is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2016, including roles at Charles Schwab bank, SSB and Charles Schwab Premier Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by centralized custody and operational services.
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