Shawn George

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

• 04/2021 → 09/2022
  Fidelity Investments
  Westlake, TX
• 04/2020 → 04/2021
  Bank Of America
  Bedford, TX
• 01/2020 → 04/2020
  Exeter Finance
  Irving, TX
• 03/2019 → 01/2020
  Frost Bank
  Arlington, TX
• 09/2016 → 03/2019
  Marketsource, Inc.
  Euless, TX
• 01/2014 → 09/2016
  Office Depot
  Grapevine, TX
• 08/2015 → 12/2019
  University Of Texas At Arlington
  Arlington, TX
• 08/2022 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hurst, TX
• 08/2022 → 03/2023
  Bank Of America, N.A.
  Hurst, TX
• 03/2023 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2024 → 04/2025
  Schwab Wealth Advisory, Inc.
  Westlake, TX
• 04/2025 → Present
  Charles Schwab Bank
  Westlake, TX
• 04/2025 → Present
  Charles Schwab Premier Bank
  Westlake, TX
• 04/2025 → Present
  Charles Schwab Trust Bank
  Westlake, TX

Previous Registrations

• 2024-07-10 → 2025-04-23
  Schwab Wealth Advisory, Inc.
  Westlake, TX
  San Francisco, CA
• 2022-09-29 → 2023-03-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hurst, TX
• 2022-02-28 → 2023-02-13
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-02-08

Other Names

• Shawn C George
• Shawn George