Chanise Nicole Littlefield

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

• 07/2016 → 03/2017
  Pfs Investments Inc.
  Austin, TX
• 04/2016 → 03/2017
  Primerica Financial Services
  Austin, TX
• 01/2015 → 07/2021
  Round Rock Isd
  Round Rock, TX
• 03/2022 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 08/2021 → 02/2022
  Unemployed
  Austin, TX
• 06/2024 → 06/2025
  Charles Schwab Bank, Ssb
  Austin, TX
• 06/2024 → 06/2025
  Charles Schwab Premier Bank
  Austin, TX
• 09/2025 → Present
  Charles Schwab Bank, Ssb
  Austin, TX

Other Businesses

1) Amazon | Investment Related:No|Other|Selling self published children's books on Amazon |6/12/2019|Less than 20|0|Selling self published children's books on Amazon

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20
• S63 Uniform Securities Agent State Law Examination
  2022-09-28

Designations

• Certified Financial Planner

Other Names

• Chanise Littlefield