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Dave Humphrey

Dave Humphrey

Vice President, Sr. Account Executive

Followers of Dave Humphrey88 followers
location of Dave HumphreyLas Vegas, Nevada, United States

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  • Timeline

  • About me

    VP - Financial Consultant at Charles Schwab

  • Education

    • Westminster College

      -
      Bachelor of Science - BS Marketing

  • Experience

    • Fidelity Investments

      Jun 2004 - Jul 2011
      Vice President, Sr. Account Executive

      Helped high net worth families achieve their lifetime financial goals.

    • Gentry Wealth Management

      Aug 2011 - Jul 2014
      Wealth Advisor

      Wealth Advisor and Financial Planner for a Registered Investment Advisor. Opened new territory for a RIA firm.

    • Fisher Investments

      Jul 2014 - Jul 2015
      Vice President, Outside Sales Person

      Introduced prospects to the RIA services provided by Fisher Investments. Met with HNW clients to show them how Fisher Investments can help them achieve their lifetime financial goals

    • VALIC

      Aug 2015 - May 2016
      Financial Adivsor

      Provided financial planning and financial education to educators, hospital employees, and non-profit organizations In the Las Vegas area.

    • TD Ameritrade

      May 2016 - Jan 2021
      Senior Financial Consultant

    • Charles Schwab

      Feb 2021 - now
      VP - Financial Consultant

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Jan 2008