Courtney Leigh Small
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab Bank, SsbNov 2022 to now
- Charles Schwab Premier Bank, SsbNov 2022 to now
- Charles Schwab Trust Bank, SsbNov 2022 to now
- Charles Schwab & Co., Inc.Jan 2020 to now
- Bev Revv, LLCNov 2019 to Dec 2019
- Select PromotionsNov 2019 to Dec 2019
- Edward JonesDec 2018 to Nov 2019
- Bev Revv, LLCSep 2018 to Dec 2018
- Konica Minolta Business SolutionsJun 2017 to Dec 2018
- UnemployedMay 2017 to Jun 2017
- Select PromotionsDec 2015 to Dec 2018
- Verizon WirelessApr 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7053510
- Firm CRD
- 5393