Paul Wilson
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.Mar 2026 to now
- Charles Schwab Bank, SsbMar 2026 to now
- J.P Morgan Securities LLCNov 2022 to Feb 2026
- UnemployedAug 2022 to Oct 2022
- Robinhood SecuritiesApr 2021 to Jul 2022
- Robinhood Financial, LLCApr 2021 to Apr 2022
- Charles Schwab & Co., Inc.Sep 2020 to Mar 2021
- UnemployedAug 2020 to Aug 2020
- Morgan StanleyJun 2019 to Jul 2020
- UnemployedJan 2017 to May 2019
- List-logixApr 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7110342
- Firm CRD
- 5393