Shauna L Nichols

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

• 08/2006 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 02/2019 → Present
  Charles Schwab Bank
  Phoenix, AZ
• 02/2019 → Present
  Charles Schwab Premier Bank
  Phoenix, AZ
• 02/2019 → Present
  Charles Schwab Trust Bank
  Phoenix, AZ

Other Businesses

1) PCOS Awareness Association | Investment Related:No|Nonprofit Charitable Organizations|Board Member/Secretary|5/25/2025|Less than 20|0|Document Board activities, Board meeting minutes, create governance policies for Board, and perform other administrative duties for Board members (records maintenance, email account creation)

Exams

• S66 Uniform Combined State Law Examination
  2018-03-02
• S63 Uniform Securities Agent State Law Examination
  2009-08-24

Other Names

• Shauna Beardsley
• Shauna L Vargas