David Tyler Shoemake
Investment adviser representative at Charles Schwab & Co., Inc.
16 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
16 years in the industry.
- Charles Schwab Bank, SsbMay 2021 to now
- Charles Schwab & Co., Inc.Jun 2019 to now
- Volusia Title ServicesAug 2018 to Apr 2019
- Charles Schwab & Co., Inc.Jun 2018 to Aug 2018
- Roland George Investment ProgramMay 2017 to Jun 2018
- Wellness and Recreaction At Stetson UniversityNov 2016 to Apr 2019
- StudentJan 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6971304
- Firm CRD
- 5393