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Angel Adame

Charles Schwab & Co., Inc.

Southlake, TX

CRD 7519254

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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 2024-01-23
  • TX RA
    APPROVED
    Since 2024-01-23

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
Fidelity Investments Westlake TX 06/2021 08/2021
Tcu Fort Worth TX 07/2018 08/2019
Texas Christian University Fort Worth TX 08/2017 12/2021
Flash Photography Fort Worth TX 06/2020 12/2020
Carshons Deli Fort Worth TX 07/2015 02/2022
Fidelity Brokerage Services Llc Westlake TX 03/2022 01/2023
Charles Schwab & Co., Inc. Southlake TX 01/2023 Present
Charles Schwab Bank, Ssb Southlake TX 01/2023 Present
  • 06/2021 → 08/2021
    Fidelity Investments
    Westlake, TX
  • 07/2018 → 08/2019
    Tcu
    Fort Worth, TX
  • 08/2017 → 12/2021
    Texas Christian University
    Fort Worth, TX
  • 06/2020 → 12/2020
    Flash Photography
    Fort Worth, TX
  • 07/2015 → 02/2022
    Carshons Deli
    Fort Worth, TX
  • 03/2022 → 01/2023
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 01/2023 → Present
    Charles Schwab Bank, Ssb
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-15
S63 Uniform Securities Agent State Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2023-07-15
  • S63 Uniform Securities Agent State Law Examination
    2022-07-01
Other Names
  • Angel Adame

View on SEC IAPD

Nearby Firms

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

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