Anthony Hincy

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

• 03/2013 → 09/2016
  T. Rowe Price
  Colorado Springs, CO
• 10/2016 → 05/2020
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 10/2016 → 05/2020
  Usaa Financial Planning Services
  Colorado Springs, CO
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Colorado Springs, CO
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 03/2022 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 03/2022 → Present
  Charles Schwab Premiere Bank, Ssb
  Lone Tree, CO
• 03/2022 → Present
  Charles Schwab Trust Bank
  Lone Tree, CO

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2016-10-18 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO
• 2015-07-30 → 2016-09-29
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

Vindale Research, 243 Fifth Ave, #541, New York, NY, 10016. Starting 04/01/2017. Survey Taker; : The company sends out an email, and in the body of the email it will give a description of what the particular survey is about, the length of time it will take and the compensation reward. It is completely voluntary to take the survey's. I am compensated for my work. I will not work during security trading hours and this is not investment related. Company Name: D-BAT Company Address 1: 8265 Jamboree Circle Company Address 2: Company City/State/Zip: Colorado Springs, CO 80920 Nature of Business: The business is a facility for athletes to train in different sports such as baseball, softball and golf. They would pay for services in which we would teach the athlete to become a better player. Title/Position Held: Personal Instructor Brief Description of Duties Performed: Personal instructor to teach baseball lessons, such as hitting, fielding and pitching. Dates Employed: From: 09/18/2018 To: Amount of Time You Devote to Business: 5 hours per Week Work for business during securities trading hours? No Is the activity you are reporting investment related? No Compensated for work? Yes I have submitted the Conflict of Interest Form? Yes

Exams

• S66 Uniform Combined State Law Examination
  2015-07-24
• S63 Uniform Securities Agent State Law Examination
  2014-03-21

Other Names

• Anthony David Hincy