Best Investors
Account
Sign in
Charles Schwab & Co., Inc. CRD 5393
955,800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-16 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
Alvord, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Alvord | TX | 10/2018 | Present |
| 1St National Bank Texas | Killeen | TX | 05/2011 | 06/2018 |
| Randolph-Brooks Federal Credit Union | Austin | TX | 07/2018 | 10/2018 |
| Charles Schwab Bank, Ssb | Alvord | TX | 09/2020 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
Reach out to this advisor