Hestin Bart Hurst

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

• 02/2016 → 06/2017
  Bbva Compass
  Fort Worth, TX
• 06/2017 → 10/2022
  Td Ameritrade
  Fort Worth, TX
• 10/2022 → Present
  Charles Schwab & Co.
  Westlake, TX
• 01/2024 → 06/2024
  Td Ameritrade Inc.
  Westlake, TX
• 09/2025 → Present
  Schwab Wealth Advisory, Inc
  Westlake, TX

Other Businesses

1) Art in motion | Investment Related:No|7705 captain ln |fort worth|Texas|76179|USA|Sports/Physical Recreation|none|12/16/2017|Less than 20|0.000000|wifes business, 2) Brothers in FireArms, LLC | Investment Related:No|7705 captain ln |fort worth|Texas|76179|USA|Retail|Owner|9/24/2018|Less than 20|0.000000|Will be overseeing the sales and distribution of inventory to clients., 3) LL & Rockin' AH Ranch Trust | Investment Related:No|14751 Sam Reynolds Rd|Justin |TX|76247|United States|Agriculture/Forestry/Fishing|Owner|11/2/2024|Less than 20|0|I will be responsible for all accounting, lending, and financial needs of the Trust. I am also responsibly for the management of any employees, animals and land.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-27
• S63 Uniform Securities Agent State Law Examination
  2017-08-18

Designations

• Certified Financial Planner

Other Names

• Hestin Bart Hurst
• Hestin Hurst