Yavuz Edgu

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

• 02/2007 → 12/2022
  Td Ameritrade
  Southlake, TX
• 06/2007 → 12/2022
  Td Ameritrade Investment Management
  Southlake, TX
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Southlake, TX
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Southlake, TX

Previous Registrations

• 2007-06-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Ft Worth, TX
  Southlake, TX
  Westlake, TX
• 2007-06-11 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
  Fort Worth, TX
  Jersey City, NJ
  Westlake, TX

Other Businesses

Short Term Rentals | not investment related | Graford, Texas | start date 06/15/2022 | Owner, manage property, list it on the web for short term rental, communicate with tenants, make sure its presentable and in good condition | less than 20 hours per month | none during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-07
• S63 Uniform Securities Agent State Law Examination
  2006-09-01