Xavier Rafael Williams
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Charles Schwab Bank, SsbOct 2021 to now
- Charles Schwab & Co., Inc.Aug 2020 to now
- Gary D. Nelson AssocSep 2019 to Dec 2019
- Marin SbdcSep 2018 to May 2019
- Wells Fargo NAJun 2018 to Aug 2018
- Maxwell Money ManagementSep 2017 to Jan 2018
- Dominican University of California Alemany LibrarySep 2016 to May 2017
- N/aAug 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, IN, 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
- 7289491
- Firm CRD
- 5393