Timothy Harold Leggett

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

• 01/2015 → Present
  Charles Schwab & Co., Inc.
  Boulder, CO
• 07/2016 → 07/2021
  Schwab Private Client Investment Advisory, Inc.
  Boulder, CO

Previous Registrations

• 2016-07-28 → 2021-08-18
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2013-01-07 → 2015-01-08
  Edward Jones
  St Louis, MO
  Longmont, CO
  Boulder, CO
  Erie, CO

Other Businesses

1) Self | Investment Related:No|1242 Venice St|Longmont|co|80501|United States|Real Estate (Non-Agent/Broker)|Owner|8/1/2015|Less than 20|0|I own a home, my parents live in it, they pay me rent. This is no longer my primary residence and the rent they pay me has decreased substantially. I really just help them have a place to live. , 2) Airbnb | Investment Related:No|110 Clay St|Denver|CO|80219|USA|Other|Self Employed|10/27/2018|Less than 20|0|I am renting a room in my house., 3) Rental Property | Investment Related:No|110 Clay St|Denver|CO|80219|United States|Rental Services (Other than Real Estate)|Owner|10/16/2025|Less than 20|0|I have turned my home into a rental property.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09

Designations

• Certified Financial Planner

Other Names

• Tim Leggett