Douglas Irl Graham

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

• 07/2016 → 06/2024
  Td Ameritrade
  Fort Worth, TX
• 10/2022 → Present
  Charles Schwab & Co.
  Fort Worth, TX

Previous Registrations

• 2016-09-13 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Westlake, TX
• 2016-09-13 → 2018-07-20
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Other Businesses

Name if Outside Business: Starbucks Coffee / Barista/Making and selling coffee/ Fort Worth, TX /start date 12/24/2023/ hours per month varies. Name of Outside Business:Texas Air National Guard; Investment Related:No; Address of Outside Business:Houston, TX; Nature of Outside Business:Other; Position:Public Affairs; Start Date:1/26/2019; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Public Affiars Ballet Concerto|Investment Related:No|3803 Camp Bowie Blvd;Fort Worth;TX;76107;USA|Education|Board Member|2022-10-20|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Asist in guiding the organization in reaching students of all backgrounds who desire to learn ballet. Literacy United|Investment Related:No|3145 McCart Avenue;Fort Worth;TX;76110;USA|Education|Board Member|2022-11-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Assist with guiding the organization in reaching children who need academic help with reading.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12