Preston Donavan Friarson
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab Bank, SsbMay 2024 to now
- Charles Schwab & Co., Inc.Jun 2022 to now
- Olive GardenFeb 2019 to Jun 2022
- FedexJun 2018 to Jul 2018
- Yum Asian FusionFeb 2017 to Aug 2018
- Jimmy JohnsMay 2015 to Jan 2017
- Full Time EducationAug 2012 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7520537
- Firm CRD
- 5393