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Arnold C Mcqueary

Charles Schwab & Co., Inc.

Foster City, CA

Austin, TX

CRD 1490684

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2006-04-13
  • CA RA
    APPROVED
    Since 2006-04-13

Branch Locations

Foster City, CA • United States

11800 Schwab Way, Austin, TX 78758 • 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
Charles Schwab & Co., Inc. Foster City CA 03/2000 Present
Optionsxpress, Inc. San Francisco CA 01/2013 10/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-15
S63 Uniform Securities Agent State Law Examination 1989-02-09
  • S65 Uniform Investment Adviser Law Examination
    1998-04-15
  • S63 Uniform Securities Agent State Law Examination
    1989-02-09
Other Names
  • Arnie Mcqueary
  • Mac Mcqueary
  • Arnold Chester Mcqueary

View on SEC IAPD

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