Chris Dillon
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab Bank, SsbNov 2023 to now
- Charles Schwab and Co., Inc.Jan 2022 to now
- TD AmeritradeJun 2020 to Dec 2022
- Morgan Stanley Private Bank, National AssociationOct 2017 to Jun 2020
- Morgan StanleyJun 2017 to Jun 2020
- Northwestern Mutual Investment Services LLCDec 2016 to Apr 2017
- Northwestern Mutual Life Insurance CompanyDec 2016 to Apr 2017
- University of NevadaAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6668806
- Firm CRD
- 5393