Mary Beth Aguirre

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

• 08/2021 → 05/2022
  Td Ameritrade, Inc.
  Southlake, TX
• 08/2020 → 08/2021
  Stay At Home Mom
  Fort Worth, TX
• 08/2018 → 08/2020
  Lockton Dunning Benefits
  Fort Worth, TX
• 09/2014 → 06/2018
  Conduent Business Services
  Plano, TX
• 04/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2024 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-08-27
• S63 Uniform Securities Agent State Law Examination
  2021-12-11

Other Names

• Mary Beth Proesel