Joshua Ryan Slagill
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Joshua Ryan Slagill? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Jan 2024 to now
- Charles Schwab & Co., Inc.Jul 2021 to now
- Auto Cure DetailingJun 2019 to May 2021
- Ivi RiskJun 2019 to May 2021
- California State UniversityAug 2018 to May 2021
- 5 Star StudentsJan 2018 to Jan 2019
- Old Town Pub and GrubJun 2017 to Jun 2019
- Dixie State College StudentAug 2015 to Jun 2017
- Murrieta Valley Unified School DistrictJun 2015 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7410244
- Firm CRD
- 159035