Wanda Francia Gray

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 03/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 03/2013 → 03/2018
  Tiaa
  Lewisville, TX
• 04/2018 → 01/2022
  Td Ameritrade
  Southlake, TX
• 01/2022 → 05/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2013 → Present
  Sov Premier Logistics, Llc
  Mesquite, TX
• 05/2022 → 05/2023
  The Vanguard Group, Inc.
  Plano, TX
• 06/2023 → Present
  Charles Schwab & Co. Inc.
  Westlake, TX
• 06/2023 → Present
  Schwab Wealth Advisory Inc.
  Westlake, TX

Previous Registrations

• 2022-02-04 → 2023-05-31
  Vanguard Advisers, Inc.
  Malvern, PA
  Plano, TX
• 2018-04-18 → 2022-02-02
  Td Ameritrade Investment Management, Llc
  Southlake, TX
• 2012-10-26 → 2013-03-05
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 2004-09-30 → 2005-08-08
  Wells Fargo Investments, Llc
  Los Angeles, CA
• 2003-10-31 → 2004-09-28
  Ameriprise Financial Services, Llc
  Long Beavh, CA

Other Businesses

1) Transportation Trucking company | Investment Related:No|Transport/Storage - Materials|Co-Owner|7/1/2013|Less than 20|0|Co-owner of trucking company. My participation is minimal, less than 2 hours per month, 2) Mesquite Housing Authority | Investment Related:No|1616 N Galloway Ave|Mesquite|TX|75149|United States|Nonprofit Charitable Organizations|Board Member|6/1/2022|Less than 20|0|Board member for city of Mesquite Housing Authority. Participate in appeals process for Housing recipients. , 3) Gray Areas, LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner/Landlord|4/1/2025|Less than 20|0|Owner/Single Member

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-04
• S66 Uniform Combined State Law Examination
  2012-10-12

Designations

• Certified Financial Planner

Other Names

• Wanda F Gray
• Wanda Gray
• Wanda Francia Gray