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Aubrey Billings

Investment adviser representative at Charles Schwab & Co., Inc.
13 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

13 years in the industry.

  1. Charles Schwab & Co., Inc.Mar 2025 to now
  2. Charles Schwab Bank SsbMar 2025 to now
  3. Fidelity Brokerage Services LLCJun 2021 to Mar 2025
  4. Ameriprise Financial Services, Inc.Jun 2017 to Jun 2021
  5. Outback SteakhouseDec 2016 to Jan 2017
  6. Full Time EducationAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
6488399
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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