Robert Williams
Robert Williams is a registered investment advisor at Schwab Wealth Advisory, INC., based in Westlake, TX, with 10 years of industry experience. Robert 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
Get directionsHistory
Regulatory History (1)
Criminal
March 2001Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Bbva Securities INC.Broker
Pruco Securities, LLC.Broker
Grand Financial, INC.Broker
Reef Securities, INC.Broker
Texas E&p Partners, INC.Broker
State Registrations1 state
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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