Marcus Reed

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 → 10/2016
  Unemployed
  Houston, TX
• 11/2016 → 04/2019
  Scottrade, Inc.
  Katy, TX
• 02/2018 → 04/2019
  Td Ameritrade, Inc.
  Houston, TX
• 02/2018 → 04/2019
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 05/2019 → Present
  Charles Schwab & Co., Inc.
  Houston, TX
• 05/2019 → Present
  Charles Schwab Bank Ssb
  Houston, TX

Previous Registrations

• 2018-02-27 → 2019-04-25
  Td Ameritrade, Inc.
  Houston, TX
• 2018-02-26 → 2019-04-25
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Houston, TX
• 2017-01-25 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2002-11-06 → 2014-04-28
  Td Ameritrade, Inc.
  Houston, TX
  Houston, TX
  Houston, TX
• 2006-06-12 → 2014-04-28
  Td Ameritrade Investment Management, Llc
  Houston, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-19
• S63 Uniform Securities Agent State Law Examination
  1996-06-21

Other Names

• Marcus Reed
• Marcus Reed Updegraff