Devante Jair Williams
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab Bank, SsbNov 2023 to now
- Charles Schwab & Co., Inc.Apr 2022 to now
- TD AmeritradeDec 2021 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Oct 2021
- Bank of America CorporationNov 2017 to Jun 2021
- Primerica Financial ServicesJan 2017 to Jun 2020
- Pfs Investments IncJan 2017 to Apr 2020
- Horizon Solar CompanyAug 2016 to Jun 2017
- MsjcJan 2015 to Dec 2016
- San Jacinto CollegeJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6812608
- Firm CRD
- 5393