Blake Webster

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

• 08/2017 → 11/2021
  Justice Finance Co
  Dallas, TX
• 07/2013 → 04/2019
  Atlet Sports
  Midlothian, TX
• 02/2022 → 01/2024
  Fidelity Investments
  Westlake, TX
• 01/2024 → Present
  Charles Schwab Bank, Ssb
  Edina, MN
• 01/2024 → Present
  Charles Schwab & Co,. Inc
  Edina, MN

Previous Registrations

• 2022-07-11 → 2024-01-17
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-06-30

Designations

• Certified Financial Planner

Other Names

• Blake Michael Webster
• Blake Webster