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Megan Elizabeth Echele

Schwab Wealth Advisory, Inc.

Bellevue, WA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-16
WA RA APPROVED 2024-08-16
  • TX RA
    APPROVED
    Since 2024-08-16
  • WA RA
    APPROVED
    Since 2024-08-16

Branch Locations

11100 Ne 8Th St. Suite#300, Bellevue, WA 98004 • 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 Bellevue WA 09/2017 Present
Outback Steakhouse Springfied MO 01/2015 09/2017
Charles Schwab & Co Phoenix AZ 06/2017 07/2017
Charles Schwab Bank Lynnwood WA 01/2019 08/2024
Schwab Wealth Advisory Inc Bellevue WA 08/2024 Present
  • 09/2017 → Present
    Charles Schwab & Co
    Bellevue, WA
  • 01/2015 → 09/2017
    Outback Steakhouse
    Springfied, MO
  • 06/2017 → 07/2017
    Charles Schwab & Co
    Phoenix, AZ
  • 01/2019 → 08/2024
    Charles Schwab Bank
    Lynnwood, WA
  • 08/2024 → Present
    Schwab Wealth Advisory Inc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-02
  • S66 Uniform Combined State Law Examination
    2018-07-02
Designations
Other Names
  • Megan E Echele

View on SEC IAPD

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