Eric David Coyner

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

• 11/2013 → 05/2020
  Usaa Financial Planning Services Inc
  Tampa, FL
• 11/2013 → 05/2020
  Usaa Financial Advisors, Inc
  Tampa, FL
• 09/2014 → 09/2016
  Advocare
  Plano, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Tampa, FL
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Dunedin, FL

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2013-12-09 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2012-06-19 → 2013-01-25
  Equitable Advisors, Llc
  Tampa, FL
• 2011-05-16 → 2012-02-08
  Morgan Stanley
  Clearwater, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-05-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant