Tamara Elaine Becker

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

• 09/2016 → 10/2019
  Guaranty Bank And Trust
  Denton, TX
• 11/2019 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2022 → 10/2025
  Charles Schwab Bank, Ssb
  Westlake, TX
• 10/2025 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Other Businesses

CROSS YOUR FINGERS LLC | NOT INVESTMENT-RELATED | DENTON, TX 76207 | MEDICAL DEVICES/SUPPLIES | REGISTERED AGENT/MEMBER | 10/15/2019 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | BUSINESS WAS CREATED TO INVEST IN RENIBUS THAT SPECIALIZES IN RENAL health Kidney condition

Exams

• S66 Uniform Combined State Law Examination
  2022-07-15
• S63 Uniform Securities Agent State Law Examination
  2020-08-14

Other Names

• Tammy Becker
• Tamara Elaine Taylor