Aaron Dean Adams

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

• 05/2014 → 05/2020
  Usaa Financial Advisors, Inc
  Phoenix, AZ
• 05/2014 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 01/2010 → Present
  Rental Property Owner
  Peoria, AZ
• 05/2020 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
  Phoenix, AZ
• 2015-05-19 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

(1). RENTAL PROPERTY. ADDRESS: PRIVATE RESIDENCE. BUSINESS: RENTAL PROPERTY. POSITION: OWNER/LANDLORD. DUTIES: RECEIVE RENTAL INCOME FROM PROPERTY. FROM: 01/01/2010 TO: PRESENT. TIME DEVOTED: 2 HRS PER MTH. WORK DURING SECURITIES TRADING HOURS? NO. INVESTMENT RELATED? NO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-04
• S63 Uniform Securities Agent State Law Examination
  2014-07-24