Chad Book
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered 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.Jun 2024 to now
- Charles Schwab BankJun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2023 to May 2024
- Charles Schwab & Co., Inc.Jul 2021 to Oct 2023
- Charles Schwab Bank, SsbJul 2021 to Oct 2023
- Fidelity InvestmentsSep 2020 to Jun 2021
- Equitable Advisors, LLCJun 2020 to Jul 2020
- Pioneer Natural ResourcesMay 2019 to Aug 2019
- University of OklahomaAug 2016 to May 2020
- Lakeway Custom HomesMay 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7258325
- Firm CRD
- 5393