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Aaron Myers

Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered 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.

  1. Charles Schwab Bank, SsbNov 2024 to now
  2. Charles Schwab & Co., Inc.Dec 2021 to now
  3. Mia Italian Tapas & BarMay 2021 to Dec 2021
  4. Barton AssociatesFeb 2021 to May 2021
  5. L'auberge Casino Resort: EmberJun 2020 to Sep 2020
  6. L'auberge Casino Resort: Jack DanielsOct 2019 to Sep 2020
  7. Billy Navarre ChevroletJun 2018 to Oct 2018
  8. L'auberge Casino Resort: Pool ResortFeb 2018 to Sep 2020
  9. Ob's Bar & GrillJun 2015 to Jan 2021
  10. Mcneese St. Student Life CoalitionJun 2014 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (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
7454791
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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