Megan Rene Roper
Investment adviser representative at Charles Schwab & Co., Inc.
6 yearsExperience
2 statesRegistered 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
6 years in the industry.
- Charles Schwab & Co., Inc.Oct 2021 to now
- Charles Schwab Bank, SsbOct 2017 to now
- Charles Schwab Investment Advisory, Inc.Oct 2021 to Dec 2021
- FidelityJul 2020 to Oct 2021
- Charles Schwab & Co., Inc.Oct 2017 to Jul 2020
- Charles Schwab BankOct 2017 to Jul 2020
- Fidelity Brokerage Services LLCAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6545955
- Firm CRD
- 5393