Edward Mckay Felt

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

• 07/2016 → 05/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 07/2016 → 07/2018
  Usaa Financial Planning Services
  San Antonio, TX
• 03/2015 → 05/2020
  Self- Sparkle Tile, Carpet, And Upholstery
  San Antonio, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
• 2016-07-29 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2008-05-28 → 2015-08-18
  Advisors Asset Management, Inc.
  Boerne, TX
• 1996-04-18 → 2008-05-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  Fredericksburg, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-14
• S63 Uniform Securities Agent State Law Examination
  1990-11-27

Designations

• Chartered Financial Consultant