Best Investors Account Sign in

Justin Lane Boyd

Charles Schwab & Co., Inc.

Southlake, TX

CRD 6268095

Claim This Profile
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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-11-18
  • TX RA
    APPROVED
    Since 2015-11-18

Branch Locations

1524 E. Southlake Blvd, Southlake, TX 76092-6421 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Southlake TX 11/2013 Present
Charles Schwab Bank, Ssb Southlake TX 07/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-18
S63 Uniform Securities Agent State Law Examination 2014-01-27
  • S66 Uniform Combined State Law Examination
    2015-11-18
  • S63 Uniform Securities Agent State Law Examination
    2014-01-27

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
DOUBLE EAGLE CAPITAL MANAGEMENT LP
PLANGUIDE FINANCIAL

Nearby Investors

MERRY LYN BAGWELL
Brian Howard
SzeSze Fertitta

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX

More in Southlake, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor