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Randy D Schechter

Charles Schwab & Co., Inc.

Newport Beach, CA

San Diego, CA

CRD 1703768

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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 1997-07-08
  • CA RA
    APPROVED
    Since 1997-07-08

Branch Locations

16 Corporate Plaza Dr, Newport Beach, CA 92660 • United States

12481 High Bluff Drive Suite 100, San Diego, CA 92130-3583 • 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. San Diego CA 08/1996 Present
Charles Schwab Bank San Diego CA 02/2005 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-10
  • S63 Uniform Securities Agent State Law Examination
    1987-09-10
Other Names
  • Randy Dee Schecter
  • Randy Dee Schechter

View on SEC IAPD

Nearby Firms

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OCVC, LLC
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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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