Billy Tomlinson
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Jan 2025 to now
- Charles Schwab Bank, SsbJan 2025 to now
- Fidelity InvestmentsJun 2020 to Dec 2024
- Georgia Beer CoSep 2019 to Jun 2020
- Gtfo Moving CompanyApr 2019 to Jul 2019
- Waller Heating and AirJun 2018 to Aug 2018
- Woodstack BarbequeSep 2017 to Apr 2018
- ZaxbysMay 2016 to Aug 2017
- Full Time EducationAug 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7270126
- Firm CRD
- 5393