Alexander Webb

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

• 01/2023 → 05/2023
  First Command Brokerage Services
  Fort Worth, TX
• 07/2021 → 01/2023
  United States Army
  Ft. Sill, OK
• 01/2019 → 07/2021
  United States Army
  Schofield Barracks, HI
• 07/2018 → 01/2019
  United States Army
  Ft. Sill, OK
• 07/2014 → 07/2018
  United States Army
  West Point, NY
• 07/2023 → 07/2024
  Osaic Wealth, Inc.
  Tempe, AZ
• 08/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2025 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2023-07-14 → 2024-08-06
  Osaic Wealth, Inc.
  Tempe, AZ

Other Businesses

1) SKW Property Management LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Partner|4/24/2024|Less than 20|0|Assists the other partner (spouse) of the LLC as a landlord for a rental property. , 2) PGA Tour Enterprises LLC | Investment Related:No|2 PGA Tour Blvd|Ponte Vedre Beach|FL|32082|USA|Sports/Physical Recreation|Television Camera Assistant|11/13/2025|Less than 20|0|I will be volunteering at the Charles Schwab Cup PGA Tour event in Phoenix, AZ assisting the camera crew that are responsible for televising the event. The volunteer position is a paid position.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-11

Other Names

• Alexander Dale Webb
• Alex Webb