Hallie Fraze

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → 01/2026
  Charles Schwab
  Westlake, TX
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2016 → 07/2020
  Unemployed
  Haslet, TX
• 01/2023 → 08/2025
  University Of North Texas
  Denton, TX
• 07/2020 → 11/2020
  Walmart
  Haslet, TX
• 06/2023 → 01/2025
  Target
  Fort Worth, TX
• 06/2022 → 07/2022
  Chipotle
  Haslet, TX
• 08/2020 → 05/2022
  Northwest Isd
  Haslet, TX
• 03/2022 → 08/2022
  Chilis
  Fort Worth, TX
• 08/2022 → 12/2022
  Oklahoma State University Dini
  Stillwater, OK

Exams

• S66 Uniform Combined State Law Examination
  2026-04-24