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Raquel P Russell

Charles Schwab & Co., Inc.

Austin, TX

Richfield, OH

CRD 4621104

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-03-11
  • OH RA
    APPROVED
    Since 2022-03-11

Branch Locations

11800 Schwab Way, Austin, TX 78758 • United States

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Richfield OH 04/2007 04/2021
Schwab Retirement Plan Services, Inc Richfield OH 05/2021 Present
Charles Schwab & Co., Inc. Richfield OH 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-31
S63 Uniform Securities Agent State Law Examination 2003-06-20
  • S66 Uniform Combined State Law Examination
    2012-01-31
  • S63 Uniform Securities Agent State Law Examination
    2003-06-20
Other Names
  • Raquel Petra Veide
  • Raquel Petra Veide
  • Raquel Petra Russell
  • Raquel Petra Russell

View on SEC IAPD

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