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Vernon S Mcclelland

Charles Schwab & Co., Inc.

Land O Lakes, FL

Westlake, TX

CRD 6446825

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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
FL RA APPROVED 2020-05-28
  • FL RA
    APPROVED
    Since 2020-05-28

Branch Locations

Land O Lakes, FL • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Usaa Financial Advisors, Inc. Tampa FL 02/2015 05/2020
Usaa Financial Planning Services Tampa FL 03/2015 05/2020
Usaa Investment Management Company Tampa FL 01/2018 05/2020
Charles Schwab & Co., Inc. Land O Lakes FL 05/2020 Present
  • 02/2015 → 05/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 03/2015 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Land O Lakes, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-05
S63 Uniform Securities Agent State Law Examination 2015-03-30
  • S65 Uniform Investment Adviser Law Examination
    2016-08-05
  • S63 Uniform Securities Agent State Law Examination
    2015-03-30
Other Names
  • Vernon Mcclelland

View on SEC IAPD

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