Best Investors Account Sign in

Avery Prince

Schwab Wealth Advisory, Inc.

San Francisco, CA

Indianapolis, IN

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-09-18
  • IN RA
    APPROVED
    Since 2025-09-18

Branch Locations

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

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
American Income Life Troy MI 11/2014 07/2023
Amazon Indianapolis IN 11/2020 06/2023
Charles Schwab & Co., Inc Indianapolis IN 08/2023 02/2024
Charles Schwab & Co., Inc. Indianapolis IN 03/2024 Present
Schwab Wealth Advisory Inc Indianapolis IN 09/2025 Present
  • 11/2014 → 07/2023
    American Income Life
    Troy, MI
  • 11/2020 → 06/2023
    Amazon
    Indianapolis, IN
  • 08/2023 → 02/2024
    Charles Schwab & Co., Inc
    Indianapolis, IN
  • 03/2024 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 09/2025 → Present
    Schwab Wealth Advisory Inc
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-17
  • S66 Uniform Combined State Law Examination
    2025-03-17

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor