Melissa Leah Weeks-billeg
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 2023 to now
- TD AmeritradeAug 2022 to Jun 2024
- Fidelity InvestmentsJan 2019 to Aug 2022
- Capital One Advisors, LLCJun 2017 to Jan 2019
- Capital One Investing, LLCJun 2017 to Jan 2019
- First Command Advisory ServicesDec 2015 to Jun 2017
- First Command Financial Planning, Inc.Apr 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2009
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
- 4777473
- Firm CRD
- 5393