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Philip A Hallford

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-03
FL RA APPROVED 2015-04-24
  • TX RA
    APPROVED
    Since 2021-01-03
  • FL RA
    APPROVED
    Since 2015-04-24

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Orlando FL 02/2003 Present
Schwab Wealth Advisory, Inc. Orlando FL 04/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-11
S63 Uniform Securities Agent State Law Examination 1999-09-10
  • S66 Uniform Combined State Law Examination
    2007-09-11
  • S63 Uniform Securities Agent State Law Examination
    1999-09-10
Designations
Other Names
  • Andy Hallford
  • Philip Andrew Hallford

View on SEC IAPD

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FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

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CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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