Annie Rachel Reese

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

• 06/2021 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 08/2020 → 05/2021
  Texas A&M Student Activities
  College Station, TX
• 08/2018 → 11/2019
  Levy Restaurants
  College Station, TX
• 05/2019 → 08/2019
  Mercy Ships International
  Lindale, TX
• 01/2015 → 08/2017
  Christ Church Northeast
  Kingwood, TX
• 08/2017 → 05/2021
  Student
  College Station, TX
• 08/2011 → 05/2017
  Student
  Kingwood, TX
• 08/2022 → Present
  Charles Schwab Bank, Ssb
  San Francisco, CA
• 04/2023 → 06/2024
  Td Ameritrade Inc.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-17

Designations

• Certified Financial Planner

Other Names

• Annie R Reese