Rebecca L Grant

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2017 → Present
  Charles Schwab Bank
  Lone Tree, CO
• 11/2020 → Present
  Charles Schwab Premiere Bank
  Lone Tree, CO
• 11/2020 → Present
  Charles Schwab Trust Bank
  Lone Tree, CO

Previous Registrations

• 2012-11-26 → 2015-07-29
  Td Ameritrade, Inc.
  Denver, CO
• 2012-11-26 → 2015-07-29
  Td Ameritrade Investment Management, Llc
  Denver, CO
• 2006-03-09 → 2012-02-22
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Englewood, CO

Exams

• S66 Uniform Combined State Law Examination
  2006-02-07
• S63 Uniform Securities Agent State Law Examination
  2001-03-06

Other Names

• Rebecca Lynn Turner
• Becci Grant
• Becci Turner
• Rebecca Lynn Grant