Brandon Issac Shipp
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 Bank, SsbJun 2023 to now
- Charles Schwab & Co., Inc.Aug 2021 to now
- TD AmeritradeSep 2020 to Oct 2021
- Longhorn Delivery LLCAug 2019 to Feb 2020
- Lonestar ValetAug 2018 to Sep 2020
- UnemployedMay 2017 to Aug 2018
- Maridoe Golf CourseMar 2017 to May 2017
- WalmartJan 2017 to Mar 2017
- Van HeusenSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7289834
- Firm CRD
- 5393