Rhonda Ward
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Mar 2025 to now
- TIAANov 2018 to Mar 2025
- TIAA-CREF Individual & Institutional Services, LLCNov 2018 to Mar 2025
- EmpowerApr 2018 to Nov 2018
- Gwfs Equities, IncApr 2018 to Nov 2018
- FidelityOct 2017 to Apr 2018
- Fidelity Brokerage Services LLCOct 2017 to Mar 2018
- Strategic Advisors, IncOct 2017 to Mar 2018
- UnemployedJun 2017 to Sep 2017
- Transamerica Investors Securities CorporationApr 2015 to May 2017
- Transamerica Capital , IncJun 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2219954
- Firm CRD
- 5393