Hollie Anne Taylor

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

• 03/2016 → 05/2020
  Usaa Financial Planning Services
  Colorado Springs, CO
• 03/2016 → 05/2020
  Usaa Financial Advisors, Inc.
  Colorado Springs, CO
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → 07/2022
  Charles Schwab & Co., Inc.
  Oceanside, CA
• 07/2022 → 06/2024
  Td Ameritrade, Inc.
  Oceanside, CA
• 06/2024 → Present
  Charles Schwab And Co., Inc.
  Oceanside, CA

Previous Registrations

• 2022-07-26 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Oceanside, CA
  San Diego, CA
  Westlake, TX
• 2020-05-23 → 2022-07-26
  Charles Schwab & Co., Inc.
  Colorado Springs, CO
  Oceanside, CA
  Colorado Springs, CO
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2016-04-15 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
  Colorado Springs, CO
• 2014-03-21 → 2014-05-08
  Northwestern Mutual Investment Services, Llc
  La Jolla, CA
• 2007-10-31 → 2013-03-20
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL
• 2002-02-22 → 2003-04-10
  Raymond James Financial Services, Inc.
  Zephyrhills, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-10-29
• S63 Uniform Securities Agent State Law Examination
  1995-11-10

Other Names

• Hollie Anne Maccue
• Hollie Taylor