Amelia H Garcia

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

• 02/2018 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2013 → 05/2017
  Indiana University
  Bloomington, IN
• 05/2017 → 02/2018
  Unemployed
  N/A, IN
• 08/2019 → Present
  Charles Schwab Bank
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-10-15