Gabe Jan Phillips

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

• 03/2020 → 05/2024
  Td Ameritrade, Inc.
  St Louis, MO
• 02/2018 → 03/2020
  Bank Of Springfield
  Springfield, IL
• 08/2017 → 12/2017
  Southeast Missouri State University
  Cape Girardeau, MO
• 05/2017 → 08/2017
  Cape Girardeau Country Club
  Cape Girardeau, MO
• 07/2016 → 05/2017
  Sooutheast Missouri State University
  Cape Girardeau, MO
• 05/2024 → Present
  Charles Schwab & Co., Inc.
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2024-08-20
• S63 Uniform Securities Agent State Law Examination
  2020-06-27

Other Names

• Gabe Phillips
• Gabriel Phillips
• Gabriel Jan Phillips