Bendigo Paul Agnew
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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.May 2020 to now
- Rental PropertyDec 2016 to now
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, IncNov 2016 to May 2020
- USAA Financial Planning Services IncNov 2016 to May 2020
- Bank of America, N.A.Jul 2015 to Nov 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5507727
- Firm CRD
- 5393