Alexandre Luc Shappell

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

• 06/2014 → 09/2019
  Sigicom Inc.
  Fort Collins, CO
• 08/2015 → 08/2019
  Full-Time Education
  Fort Collins, CO
• 08/2019 → 05/2023
  Full-Time Education
  Tempe, AZ
• 09/2019 → 05/2023
  Barrett, The Honors College
  Tempe, AZ
• 05/2022 → 06/2022
  Dell Range Liquor
  Cheyenne, WY
• 09/2022 → 05/2023
  Goldbook Financial
  Scottsdale, AZ
• 08/2023 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2023 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-11-17

Designations

• Certified Financial Planner

Other Names

• Alexandre Shappell