Felisha Pullen is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Westlake, TX, with 28 years of industry experience. Felisha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
3000 Schwab Way, Westlake, TX, 76262
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Felisha owns Renee's Ribbons, a clothing/textile manufacturing business, and lists her pool for rental on Swimply.com. She also owns P&J Vending LLC, a vending machine business, dedicating about 10-20% of her time to each activity.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
1st Global Advisors INC
1st Global Capital CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Fixed Income Securities, LP
Fixed Income Securities, LPBroker
Financial Network Investment CorporationBroker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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