Matthew Paul Huling

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

• 04/2018 → Present
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
• 05/2017 → 07/2017
  Bishop & Kent
  Arlington, VA
• 07/2017 → 04/2018
  University Of Alabama
  Tuscaloosa, AL
• 08/2016 → 05/2017
  University Of Alabama
  Tuscaloosa, AL
• 04/2018 → Present
  Charles Schwab Bank, Ssb
  Tysons Corner, VA

Exams

• S66 Uniform Combined State Law Examination
  2020-05-18
• S63 Uniform Securities Agent State Law Examination
  2018-12-21

Other Names

• Matthew Huling