Adam Joseph Gonsoulin

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

• 08/2016 → 01/2017
  Td Ameritrade
  Fort Worth, TX
• 01/2016 → 06/2024
  Td Ameritrade
  Fort Worth, TX
• 06/2023 → Present
  Charles Schwab And Co., Inc.
  Omaha, NE

Previous Registrations

• 2022-01-14 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Southlake, TX
  Westlake, TX
• 2022-01-14 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-01-13
• S63 Uniform Securities Agent State Law Examination
  2017-02-28