Terrance Lemar Hayes

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

• 03/2017 → 06/2021
  United States Marine Corps
  Twentynine Palms, CA
• 01/2016 → 01/2017
  N/A
  Norfolk, VA
• 06/2021 → 06/2022
  First Command Brokerage Services, Inc.
  Woodbridge, VA
• 06/2021 → 06/2022
  First Command Advisory Services, Inc.
  Woodbridge, VA
• 06/2021 → 06/2022
  First Command Insurance Services
  Woodbridge, VA
• 09/2023 → Present
  Charles Schwab & Co., Inc.
  Alexandria, VA
• 09/2023 → 10/2025
  Charles Schwab Bank, Ssb
  Alexandria, VA
• 01/2017 → 03/2017
  Us House Of Representatives
  Washington, DC
• 01/2017 → 03/2017
  Tropical Smoothie
  Waldorf, MD
• 06/2022 → 01/2023
  Securitas
  Manassas, VA
• 01/2023 → 09/2023
  Guidehouse Inc
  Mclean, VA
• 10/2025 → Present
  Schwab Wealth Advisory Inc.
  Lone Tree, CO

Previous Registrations

• 2021-09-21 → 2022-06-27
  First Command Advisory Services
  Fort Worth, TX
  Woodbridge, VA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-07

Other Names

• Terrance Hayes