Richard H Davidian

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → 09/2023
  Td Ameritrade
  Council Bluffs, IA
• 02/2020 → 03/2021
  Metlife
  Omaha, NE
• 02/2019 → 11/2019
  Jim's Firearms
  Pensacola, FL
• 06/2018 → 02/2019
  Unemployed
  Pensacola, FL
• 01/2015 → 06/2018
  Techtronic Industries
  Tampa, FL
• 09/2023 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2024 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-11-01
• S63 Uniform Securities Agent State Law Examination
  2021-08-31

Designations

• Certified Financial Planner

Other Names

• Richard Haig Davidian
• Richard H. Davidian