Bethany Marie Huff
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Bethany Marie Huff? Claim your profile
Contact this firm
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
15 years in the industry.
- Charles Schwab & Co., Inc.Nov 2022 to now
- Prosper Trading Academy, LLCJul 2021 to Sep 2022
- DoordashApr 2020 to May 2023
- Talos HoldingsNov 2019 to Jan 2021
- Eagle Mountain Saginaw IsdOct 2018 to Mar 2020
- Bethany HuffSep 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2816108
- Firm CRD
- 5393