Wade Elmo Oneal

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 06/2020
  Usaa Financial Planning Services
  Plano, TX
• 01/2018 → 06/2020
  Usaa Investment Management Company
  Plano, TX
• 04/2021 → 04/2022
  Fisher Investments
  Plano, TX
• 06/2020 → 04/2021
  The Resource Fund Group
  Lavon, TX
• 04/2022 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Rowlett, TX
• 04/2022 → 07/2024
  Bank Of America
  Rowlett, TX
• 06/2024 → 04/2026
  Usaa Life Insurance Company
  Plano, TX
• 06/2024 → 04/2026
  Usaa Investment Services Company
  Plano, TX
• 04/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2024-08-14 → 2026-04-15
  Usaa Investment Services Company
  Fort Worth, TX
  Lavon, TX
  Plano, TX
  San Antonio, TX
• 2022-05-16 → 2024-06-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rowlett, TX
  Garland, TX
  Rockwall, TX
  Wylie, TX
  Murphy, TX
• 2021-05-20 → 2022-03-29
  Fisher Investments
  Plano, TX
  Plano, TX
• 2018-01-08 → 2020-06-17
  Usaa Investment Services Company
  San Antonio, TX
• 2008-09-15 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  Addison, TX
  Lavon, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-12-11
• S66 Uniform Combined State Law Examination
  2008-09-13

Other Names

• Wade Elmo O'NEal
• Wade O Neal
• Wade Elmo Oneal
• Wade Elmo Oneal