Brian Hayes

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

• 07/2008 → 08/2017
  Wolverine Execution Services, Llc
  Chicago, IL
• 08/2017 → Present
  Charles Schwab & Co., Inc.
  Evergreen Park, IL
• 08/2017 → 10/2017
  Optionsxpress, Inc.
  Chicago, IL
• 06/2020 → Present
  Charles Schwab Bank, Ssb
  Evergreen Park, IL
• 11/2020 → Present
  Charles Schwab Premiere Bank
  Evergreen Park, IL
• 11/2020 → Present
  Charles Schwab Trust Bank
  Evergreen Park, IL

Other Businesses

1) real estate | Investment Related:Yes|10045 S. Trumbull|Evergreen Park|IL|60805||Real Estate (Non-Agent/Broker)|landlord|3/1/2015|Less than 20|0|landlord... one rental property in my neighborhood

Exams

• S66 Uniform Combined State Law Examination
  2019-03-19
• S63 Uniform Securities Agent State Law Examination
  2017-10-03

Other Names

• Brian Christopher Hayes