Crockett Drew Dubose
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 & Co., Inc.May 2022 to now
- Charles Schwab Bank, SsbMay 2022 to now
- Southern Methodist UniversityApr 2021 to Apr 2022
- Charles Schwab and Co., Inc.May 2020 to Jun 2021
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors IncJun 2017 to May 2020
- USAA Financial Planning ServicesJun 2017 to May 2020
- UnemployedJan 2017 to May 2017
- Education (texas A&m University)Aug 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
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
- 6820864
- Firm CRD
- 5393