Charles Eldon Garner

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

• 01/2014 → 05/2020
  Usaa Financial Advisors, Inc
  Addison, TX
• 01/2014 → 05/2020
  Usaa Financial Planning Services
  Addison, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab And Co., Inc.
  Westlake, TX
• 05/2020 → 07/2021
  Charles Schwab Bank, Ssb
  Westlake, TX
• 07/2021 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2014-01-31 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
• 2011-08-26 → 2014-01-23
  Ameriprise Financial Services, Llc
  Plano, TX
• 2003-07-01 → 2011-08-30
  Wells Fargo Clearing Services, Llc
  Plano, TX
  Plano,, TX
• 1997-07-18 → 2003-07-01
  Prudential Equity Group, Llc
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-11
• S63 Uniform Securities Agent State Law Examination
  1991-12-13

Designations

• Certified Financial Planner