William Marvin Wilson

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

• 06/2025 → Present
  Charles Schwab & Co., Inc.
  New York, NY
• 07/2015 → 05/2021
  Full Time Education
  Greenville, SC
• 05/2021 → 08/2021
  North Hills Automotive
  Greenville, SC
• 08/2021 → 05/2022
  Full Time Education
  Greenville, SC
• 05/2022 → 05/2022
  Pine Cove
  Toccoa, GA
• 08/2022 → 05/2023
  Full Time Education
  Greenville, SC
• 05/2023 → 08/2023
  Pine Cove
  Toccoa, GA
• 08/2023 → 05/2024
  Full Time Education
  Greenville, SC
• 05/2024 → 08/2024
  Pine Cove
  Toccoa, GA
• 08/2024 → 05/2025
  Full Time Education
  Greenville, SC
• 06/2025 → Present
  Charles Schwab Bank, Ssb
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-29