Talaya Monette Perkins

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

• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2019 → 12/2020
  Abc Phones Of Nc
  Goodyear, AZ
• 08/2018 → 04/2022
  Grand Canyon University
  Phoenix, AZ
• 11/2017 → 01/2018
  Kona Grill
  Chandler, AZ
• 04/2017 → 12/2017
  Chipotle
  Gilbert, AZ
• 01/2021 → 06/2021
  Northwestern Mutual
  Phoenix, AZ
• 02/2018 → 05/2019
  Osaka Japanese Steakhouse
  Gilbert, AZ
• 06/2016 → 03/2017
  Jamba
  Gilbert, AZ
• 01/2025 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2022-12-12

Other Names

• Talaya Perkins