Benjamin George Douglass

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

• 06/2024 → 08/2024
  Charles Schwab
  Belllevue, WA
• 01/2014 → 05/2017
  Unemployed
  Bellevue, WA
• 09/2022 → 05/2023
  Unemployed
  Bellevue, WA
• 09/2023 → 05/2024
  Unemployed
  Bellevue, WA
• 09/2024 → 06/2025
  Unemployed
  Bellevue, WA
• 07/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2017 → 08/2022
  Vasa Park Resort
  Bellevue, WA
• 05/2023 → 08/2023
  Kenworth Trucking Company
  Renton, WA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19

Other Names

• Benjamin Douglass