Amy Leanne Dowell

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

• 05/2015 → Present
  Charles Schwab & Co., Inc.
  Southlake, TX
• 05/2015 → Present
  Charles Schwab Bank
  Southlake, TX
• 03/2009 → Present
  Dowell Investments Llc Dba Magnolia Child
  Colleyville, TX

Previous Registrations

• 2010-12-20 → 2015-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colleyville, TX
  Arlington, TX
  Colleyville, TX
  Arlington, TX
  Dallas, TX
  Dallas, TX
  Arlington, TX
  Denton, TX
  Arlington, TX
  Dallas, TX

Other Businesses

DOWELL INVESTMENTS LLC, DBA MAGNOLIA CHILD | NOT INVESTMENT RELATED | COLLEYVILLE, TEXAS | START DATE 03/01/2009 | MEMBER/MANAGER OF CHILDREN'S CLOTHING AND ACCESSORY BOUTIQUE | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-17
• S63 Uniform Securities Agent State Law Examination
  2004-09-17

Other Names

• Amy Leanne Lasiter
• Amy L. Dowell
• Amy Leanne Lasiter
• Amy Dowell