John Somerville Email & Phone Number
Wealth Advisor @ Charles Schwab
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John Somerville Location
- Irvine, CA, US
John Somerville Work
- 2026 -now Wealth Advisor @
- 2023 -2026 Financial Advisor, Senior Portfolio Advisor @
- 2021 -2023 Analyst @
- 2020 -2021 Annuity Service Representative @
- 2019 -2019 Non-Licensed Assistant @
John Somerville Education
- California State University System
Bachelor's Degree
2018-2020
John Somerville Summary
- John Somerville, based in Irvine, CA, US, is currently a Wealth Advisor at Charles Schwab Wealth Advisory. John Somerville brings experience from previous roles at Merrill Lynch Wealth Management, Goldman Sachs, American International Group (AIG) and LPL Financial. John Somerville holds a 2018 - 2020 Bachelor's Degree @ California State University System.
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