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Abigail King

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7734735

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-10-22
  • AZ RA
    APPROVED
    Since 2024-10-22

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Full-Time Education Los Alamitos CA 08/2012 08/2020
Full-Time Education Tempe AZ 08/2020 06/2023
Full-Time Education Tempe AZ 08/2023 08/2024
Adim Technology Santa Ana CA 08/2018 08/2020
Learn 2 Rip Surfing And Ocean Academy Huntington Beach CA 06/2021 08/2021
Stryve Foods Plano TX 08/2021 08/2022
Learn 2 Rip Surfing And Ocean Academy Surf Instructor CA 06/2022 08/2022
Charles Schwab & Co., Inc. Phoenix AZ 06/2023 08/2023
Charles Schwab & Co., Inc. Phoenix AZ 06/2024 Present
  • 08/2012 → 08/2020
    Full-Time Education
    Los Alamitos, CA
  • 08/2020 → 06/2023
    Full-Time Education
    Tempe, AZ
  • 08/2023 → 08/2024
    Full-Time Education
    Tempe, AZ
  • 08/2018 → 08/2020
    Adim Technology
    Santa Ana, CA
  • 06/2021 → 08/2021
    Learn 2 Rip Surfing And Ocean Academy
    Huntington Beach, CA
  • 08/2021 → 08/2022
    Stryve Foods
    Plano, TX
  • 06/2022 → 08/2022
    Learn 2 Rip Surfing And Ocean Academy
    Surf Instructor, CA
  • 06/2023 → 08/2023
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18
Other Names
  • Abigail Kathleen King
  • Abby King

View on SEC IAPD

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