Felisha Marie Pullen

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

• 01/2010 → 03/2018
  1St Global Capital Group
  Dallas, TX
• 04/2018 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 09/2025 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Previous Registrations

• 2012-11-19 → 2018-03-29
  1St Global Advisors Inc
  Dallas, TX
  Dallas, TX
• 2007-01-03 → 2010-01-04
  Chase Investment Services Corp.
  Southlake, TX
  Arlington, TX
  Euless, TX
• 2004-10-25 → 2006-12-15
  Advisors Asset Management, Inc.
  San Antonio, TX
  Boerne, TX
  San Antonio, TX

Other Businesses

1) Renee's Ribbons| Not investment related| Arlington, TX| Start 01/01/2018| Clothing/Textile Manufacturing| Owner| Less than 20 hours/month - 0 during trading hours| I make girls hair bows. 2) Swimply | Swimply.com is a booking app where you can list residential pools for rental. My pool is listed | Less than 20 hrs monthly | Start date 07.01.2022 3)P&J Vending LLC|Investment Related:No|Vending Machine|Owner |2024-02-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Vending machine owner

Exams

• S66 Uniform Combined State Law Examination
  2004-04-16
• S63 Uniform Securities Agent State Law Examination
  1998-08-13

Designations

• Certified Financial Planner

Other Names

• Felisha Hanalsonevans
• Felisha Marie Haralson
• Felisha Marie Evans