Deborah Dickinson

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

• 11/2015 → 01/2017
  Bond Photography
  Richmond, TX
• 10/2016 → 05/2017
  Hilton Worldwide
  Richmond, TX
• 05/2017 → 05/2018
  Unemployed
  Richmond, TX
• 05/2018 → 11/2018
  Morgan Stanley Wealth Management
  Houston, TX
• 06/2018 → 11/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2018 → 04/2021
  Charles Schwab & Co., Inc.
  Houston, TX
• 08/2016 → 10/2016
  Camden Property Trust
  Stafford, TX
• 12/2018 → 06/2019
  Charles Schwab Bank
  Sugerland, TX
• 07/2020 → 04/2021
  Charles Schwab Bank, Ssb
  Houston, TX
• 04/2021 → 01/2022
  Fidelity Investments
  Sugar Land, TX
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Spanish Fort, AL

Previous Registrations

• 2021-06-17 → 2022-01-27
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-12-11 → 2021-04-23
  Charles Schwab & Co., Inc.
  Sugar Land, TX
  Fort Worth, TX
  Houston, TX
  Westlake, TX
• 2018-05-21 → 2018-12-03
  Morgan Stanley
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-01-18

Other Names

• Deborah Bond Dickinson
• Deborah Bond Milton