Beau Carlos Gilbert

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

• 11/2011 → 05/2020
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 11/2011 → 05/2020
  Usaa Financial Planning Services
  Colorado Springs, CO
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2020 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2005-01-11 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  Colorado Springs, CO
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-01-08
• S65 Uniform Investment Adviser Law Examination
  1999-03-12

Designations

• Certified Financial Planner

Other Names

• Beau Gilbert