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Franklin Mauricio Portillo

Schwab Wealth Advisory, Inc.

San Diego, CA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-10
  • CA RA
    APPROVED
    Since 2026-08-10

Branch Locations

11988 El Camino Real, Suite 550, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc San Diego CA 07/2013 Present
Charles Schwab Bank San Diego CA 07/2013 08/2026
Schwab Wealth Advisory, Inc. San Diego CA 08/2026 Present
  • 07/2013 → Present
    Charles Schwab & Co.,Inc
    San Diego, CA
  • 07/2013 → 08/2026
    Charles Schwab Bank
    San Diego, CA
  • 08/2026 → Present
    Schwab Wealth Advisory, Inc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-18
  • S66 Uniform Combined State Law Examination
    2013-11-18

View on SEC IAPD

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