Eric Wayne Eichman

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

• 04/2017 → 12/2022
  Td Ameritrade
  Fort Worth, TX
• 03/2017 → 03/2017
  Valuescope
  Southlake, TX
• 01/2017 → 02/2017
  Uber
  Roanoke, TX
• 01/2014 → 10/2016
  Scott, Douglass & Mcconnico
  Austin, TX
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Southlake, TX
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Southlake, TX

Previous Registrations

• 2017-11-10 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
  Southlake, TX
• 2017-11-10 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-11-09
• S63 Uniform Securities Agent State Law Examination
  2017-05-25