Sam Olson Rodgers

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

• 01/2021 → Present
  Charles Schwab & Co., Inc.
  Torrance, CA
• 01/2021 → Present
  Charles Schwab Bank, Ssb
  Torrance, CA
• 08/2013 → 01/2021
  H&F Productions Llc/Hallmark Channel
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-02
• S63 Uniform Securities Agent State Law Examination
  2022-03-07

Designations

• Certified Financial Planner