Erika Yazmin Britton

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

• 09/2016 → 06/2017
  Ben Henderson
  Fort Worth, TX
• 10/2016 → 06/2017
  Northwestern Mutual Investment Services Llc
  Fort Worth, TX
• 07/2018 → Present
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 06/2017 → 07/2018
  N/A
  Haltom City, TX
• 07/2018 → Present
  Charles Schwab Bank
  Fort Worth, TX

Other Businesses

1) Landlord | Investment Related:No|7753 Reis Ln|NRH|TX|76182|USA|Real Estate (Non-Agent/Broker)|Landlord|1/1/2024|Less than 20|0|collect rent payment for my townhouse, no financial services or investment related responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-26
• S63 Uniform Securities Agent State Law Examination
  2010-10-15

Other Names

• Erika Yazmin Viera
• Erika Y Viera
• Erika Yazmin Andrade
• Erika Y Viera
• Erika Y Andrade
• Erika Britton