Roy E Mcclung
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Jul 2020 to now
- Strategic StaffingNov 2019 to Jul 2020
- USAA Investment Services CompanyNov 2019 to Jul 2020
- USAA Financial Advisors, Inc.Nov 2019 to Jun 2020
- TD Ameritrade, Inc.Mar 2018 to Aug 2019
- Scottrade Inc.Oct 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2245218
- Firm CRD
- 5393