Renee Ann Cooper

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

• 04/2016 → Present
  Charles Schwab & Co., Inc.
  Orlando, FL
• 04/2016 → Present
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 10/2011 → Present
  Real Estate/Property Management
  Powder Spring, GA
• 03/1998 → Present
  United States Air Force
  San Antonio, TX

Previous Registrations

• 2015-11-30 → 2016-03-01
  Ameriprise Financial Services, Llc
  Houston, TX
• 2009-06-01 → 2015-06-05
  Morgan Stanley
  Atlanta, GA
  Orlando, FL
• 2007-06-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA

Other Businesses

Rental property, start date 10/20/2011, Owner, Power Spring GA. prior primary residence is now used as a rental property. Hours per month less than 20

Exams

• S66 Uniform Combined State Law Examination
  2007-05-21
• S63 Uniform Securities Agent State Law Examination
  2005-07-19

Designations

• Certified Financial Planner