Ricardo Avila
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.May 2023 to now
- Charles Schwab Bank, SsbMay 2023 to now
- J.P. Morgan Securities LLCOct 2021 to May 2023
- JPMorgan Chase Bank. N.A.Oct 2021 to May 2023
- T-mobileMar 2020 to Oct 2021
- UnemployedJun 2019 to Feb 2020
- UnemployedJan 2019 to May 2019
- New Car SuperstoreMay 2018 to Dec 2018
- UnemployedMar 2017 to Apr 2018
- Santa Paula ChevroletAug 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7462978
- Firm CRD
- 5393