Elizabeth Mary Duran
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
2 statesRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Schwab Wealth Advisory, Inc.Sep 2025 to now
- Charles Schwab & Co, IncSep 2025 to now
- UnemployedMay 2025 to Sep 2025
- Wells Fargo Bank, NAMay 2021 to May 2025
- Wells Fargo Clearing Services, LLCMay 2021 to May 2025
- UnemployedSep 2019 to May 2021
- Bank of America, N.A.Feb 2017 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2012 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 4668100
- Firm CRD
- 159035