Larelle Thomas Perry Watson

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

• 05/2011 → 02/2020
  Td Ameritrade
  Fort Worth, TX
• 02/2020 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Previous Registrations

• 2011-05-17 → 2020-02-19
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
• 2011-05-17 → 2014-01-08
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 2008-01-18 → 2011-04-06
  Strategic Advisers Llc
  Westlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-04
• S63 Uniform Securities Agent State Law Examination
  1997-06-20

Other Names

• Larelle Tp Watson