Daniel J Gomez

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

• 11/2010 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 11/2010 → 05/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab Bank
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2010-12-15 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2010-08-17 → 2010-11-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 2009-02-23 → 2009-09-17
  U.S. Bancorp Investments, Inc.
  Scottsdale, AZ
  Chandler, AZ
  Gilbert, AZ
  Mesa, AZ
  Phoenix, AZ
  Tempe, AZ
  Tempe, AZ
  Apache Junction, AZ
  Chandler, AZ
  Mesa, AZ
  Phoenix, AZ
  Chandler, AZ
  Tempe, AZ
  Mesa, AZ
  Queen Creek, AZ
  Florence, AZ
  Chandler, AZ
  Mesa, AZ
  Casa Grande, AZ
  Mesa, AZ
  Mesa, AZ
  Gilbert, AZ
  Tucson, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2009-02-18
• S63 Uniform Securities Agent State Law Examination
  1996-11-19

Other Names

• Daniel James Gomez