Eric Alaniz

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

• 12/2012 → 03/2017
  1St Global Capital Corp
  Dallas, TX
• 04/2017 → 12/2017
  Hd Vest Advisory Services
  Irving, TX
• 01/2018 → 01/2022
  Madden Asset Management
  Dallas, TX
• 01/2018 → 01/2022
  Cumberland Hill Capital Managment
  Dallas, TX
• 01/2022 → 03/2024
  First National Advisers, Llc
  Omaha, NE
• 03/2024 → 03/2025
  Unemployed
  Dallas, TX
• 04/2025 → Present
  Charles Schwab Trust Bank
  Southlake, TX
• 04/2025 → Present
  Charles Schwab Bank
  Southlake, TX
• 04/2025 → Present
  Charles Schwab & Co., Inc.
  Southlake, TX
• 04/2025 → Present
  Charles Schwab Premier Bank
  Southlake, TX

Previous Registrations

• 2022-02-15 → 2024-03-26
  First National Advisers, Llc
  Omaha, NE
• 2018-01-04 → 2022-01-28
  Madden Asset Management
  Dallas, TX
• 2018-01-04 → 2022-01-28
  Cumberland Hill Capital Management Llc
  Dallas, TX
• 2017-05-02 → 2017-12-20
  Avantax Advisory Services
  Irving, TX
• 2013-05-15 → 2017-03-08
  1St Global Advisors Inc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-05-14
• S63 Uniform Securities Agent State Law Examination
  1997-11-26

Other Names

• Eric Alaniz
• Lorenzo Eric Alaniz
• Lorenzo Eric Alaniz