Taylor James Andrews

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

• 11/2013 → 10/2018
  Usaa Financial Advisors Inc
  Colo Spgs, CO
• 01/2018 → 10/2018
  Usaa Investment Management Company
  Colorado Springs, CO
• 05/2018 → 06/2024
  Self Employed/Taylor Andrews
  Colorado Springs, CO
• 10/2018 → 06/2024
  Usaa Life Insurance Company
  Colorado Springs, CO
• 06/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2024 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2018-01-08 → 2020-06-26
  Usaa Investment Services Company
  San Antonio, TX
• 2014-02-18 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-09-17
• S63 Uniform Securities Agent State Law Examination
  2010-08-06