Best Investors Account Sign in

Annie Bui

Charles Schwab & Co., Inc.

Portland, OR

CRD 7715676

Claim This Profile
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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-29
  • OR RA
    APPROVED
    Since 2024-07-29

Branch Locations

1540 Nw 21St Avenue, Portland, OR 97209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc Portland OR 05/2023 Present
Charles Schwab Bank, Ssb Portland OR 05/2023 Present
University Of Oregon Eugene OR 10/2020 05/2023
I See Layout Inc. San Jose CA 08/2019 12/2023
Target San Jose CA 04/2018 12/2019
Kumon Los Gatos CA 06/2017 06/2019
Boba Pub San Jose CA 07/2016 05/2017
  • 05/2023 → Present
    Charles Schwab & Co.,Inc
    Portland, OR
  • 05/2023 → Present
    Charles Schwab Bank, Ssb
    Portland, OR
  • 10/2020 → 05/2023
    University Of Oregon
    Eugene, OR
  • 08/2019 → 12/2023
    I See Layout Inc.
    San Jose, CA
  • 04/2018 → 12/2019
    Target
    San Jose, CA
  • 06/2017 → 06/2019
    Kumon
    Los Gatos, CA
  • 07/2016 → 05/2017
    Boba Pub
    San Jose, CA
Other Businesses

1) Art School PDX | Investment Related:No|2070 NW Quimby St. Unit 161|Portland|OR|97209|USA|Advertising|Marketing Associate|9/15/2025|Less than 20|0|marketing ideation and execution

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-26
  • S66 Uniform Combined State Law Examination
    2024-07-26
Other Names
  • Annie Thanhthao Bui

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

More in Portland, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor