David Matthew Willsey

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

• 07/2009 → Present
  Charles Schwab & Co., Inc.
  La Jolla, CA
• 03/2007 → Present
  Charles Schwab Bank, Ssb
  La Jolla, CA
• 12/2023 → 01/2026
  Charles Schwab Premier Bank
  La Jolla, CA

Other Businesses

Start Date = 10-12-04| Rental Property| Owner| Jacksonville, FL| Hours/Month = Less than 20| I am the owner and property manager of a single family home located in Jacksonville, FL. / Start Date = 10-01-13| Rental Property| Owner| Cincinnati, OH| Hours/Month = Less than 20| This property is owned 50% by myself and 50% by a business partner/lifelong friend. The property is not held in an LLC and is managed by my business partner as he lives in Cincinnati.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-23

Designations

• Certified Financial Planner