Joshua Allen
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jul 2024 to now
- Charles Schwab Bank, SsbJul 2024 to now
- Bank of America N.A.Feb 2024 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Aug 2024
- Superior AmbulanceNov 2015 to Feb 2022
- Inventory Returns & SolutionsDec 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7512989
- Firm CRD
- 5393