Frank J C Joseph-Carl Gennaro

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

• 08/2014 → 05/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 08/2014 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 08/2014 → Present
  Rental Property
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab Bank
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2014-09-05 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2008-01-04 → 2014-08-04
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1) Rental Home|Investment Related: No|156 W Monona Dr, Phoenix, AZ, 85027, US|Real Estate (Non-Agent/Broker)|Landlord|8/1/2014|Varies hour/month - 0 during trading hours|Take care of property upkeep

Exams

• S66 Uniform Combined State Law Examination
  2007-12-18
• S63 Uniform Securities Agent State Law Examination
  1999-12-29

Other Names

• Frank J Gennaro
• Frank Joseph-Carl Gennaro
• Frank J Gennaro
• Frank Joseph-Carl Gennaro
• Frank J.C Joseph-Carl Gennaro
• Frank Joseph-Carl Gennaro