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Barbara Jean Armeli

CHARLES SCHWAB & CO., INC.·SAN FRANCISCO, California
Unclaimed Profile
211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 2029572Firm CRD# 5393
01

About

Barbara Jean Armeli is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CHARLES SCHWAB & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB & CO., INC.
AUM
—
Regulatory assets under management
Employees
29350
Total firm employees
View all advisors at CHARLES SCHWAB & CO., INC. →
Services
Financial planning
Security ratings or pricing services
Other
04

Background

Compensation
Subscription fees
Other: ASSET BASED FEES FOR WRAP PGRMS & SUBSC PRICING FOR FIN PLANNING
Regulatory
SEC/IARD CRD# 2029572
Firm CRD# 5393
14 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Jean Armeli offer?
Barbara Jean Armeli specializes in Financial Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Barbara Jean Armeli's credentials?
Barbara Jean Armeli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Jean Armeli located?
Barbara Jean Armeli is based in SAN FRANCISCO, California, working with CHARLES SCHWAB & CO., INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Barbara Jean Armeli charge for services?
Barbara Jean Armeli's firm is compensated through subscription fees, other: asset based fees for wrap pgrms & subsc pricing for fin planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLES SCHWAB & CO., INC.?
CHARLES SCHWAB & CO., INC. has approximately 29350 employees. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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