Philip J Van Deusen

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

• 01/2020 → Present
  Charles Schwab & Co., Inc.
  Indinanapolis, IN
• 04/2014 → 11/2019
  Big Red Liquor
  Indianaplis, IN

Exams

• S66 Uniform Combined State Law Examination
  2023-02-13
• S63 Uniform Securities Agent State Law Examination
  2020-10-23

Other Names

• Philip J Vandeusen