Andres Nunez

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

• 09/2018 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 09/2017 → 08/2018
  Sherwin-Williams
  Indianapolis, IN
• 08/2016 → 04/2017
  Indiana University
  Bloomington, IN
• 04/2017 → 09/2017
  N/A
  Warsaw, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-03
• S63 Uniform Securities Agent State Law Examination
  2023-11-08