Charles Bevan

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

• 06/2004 → 09/2023
  Wells Fargo Bank
  Charlotte , NC
• 10/2021 → 09/2023
  Wells Fargo Clearing Services
  Charlotte , NC
• 10/2023 → 07/2026
  The Vanguard Group, Inc.
  Charlotte , NC
• 10/2023 → 07/2026
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2025 → 07/2026
  The Vanguard Group, Inc.
  Charlotte , NC
• 08/2025 → 07/2026
  Vanguard Marketing Corporation
  Charlotte , NC
• 07/2026 → Present
  Schwab Wealth Advisory Inc.
  Charlotte, NC
• 07/2026 → Present
  Charles Schwab & Co., Inc
  Charlotte, NE

Previous Registrations

• 2021-10-25 → 2023-09-22
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2022-02-16

Designations

• Certified Financial Planner

Other Names

• Charlie Bevan
• Charles Lathrop Bevan
• Charles L Bevan