Erick Jesus Loyola
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Apr 2022 to now
- Charles Schwab Bank, SsbApr 2022 to now
- Victory Capital ManagementApr 2020 to Apr 2022
- K-forceJun 2018 to Apr 2020
- USAA Financial Advisors IncJun 2018 to Jul 2019
- USAA Investment Managment CompanyJun 2018 to Jul 2019
- Security Service Federal Credit UnionAug 2017 to Jun 2018
- Edward JonesOct 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6714404
- Firm CRD
- 5393