Marcia King Hackett

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

• 10/2011 → 06/2020
  Usaa Financial Advisors, Inc.
  Addison, TX
• 10/2011 → 01/2018
  Usaa Financial Planning Services, Inc.
  Addison, TX
• 01/2018 → 06/2020
  Usaa Investment Management Company
  San Antonio, TX
• 08/2016 → 04/2020
  Self-Employed
  Little Elm, TX
• 07/2021 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2020 → 07/2021
  Usaa Life Company
  Plano, TX

Previous Registrations

• 2018-01-08 → 2020-06-29
  Usaa Investment Services Company
  San Antonio, TX
• 2011-11-29 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
• 2010-08-27 → 2011-03-03
  Waddell & Reed
  El Paso, TX
  Tucson, AZ
• 2009-06-01 → 2010-09-20
  Morgan Stanley
  El Paso, TX
• 1999-09-23 → 2009-06-01
  Citigroup Global Markets Inc.
  El Paso, TX
  El Paso, TX

Other Businesses

1) Real Estate | Investment Related:No|9860 S. Thomas Dr|Panama City Beach |FL|32408|USA|Real Estate (Non-Agent/Broker)|Owner|10/2/2024|Less than 20|0|Provide initial capital for the purchase of the property. Will be used for short term vacation rentals

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-27
• S63 Uniform Securities Agent State Law Examination
  1999-09-22

Other Names

• Marcia L King
• Marcia King
• Marcy Johnson
• Marcia King Johnson
• Marcia King Esparza
• Marcia Hackett
• Marcy Hackett