Benjamin Bolivar Willis
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab Bank, SsbMay 2024 to now
- Charles Schwab & Co., Inc.May 2022 to now
- Uber EatsNov 2021 to Jan 2022
- Wealth Star AdvisorsJun 2021 to Jul 2021
- Bearfoot Companies LLCJun 2019 to Dec 2020
- Texas Technical UniversityAug 2018 to May 2022
- Gap Inc.May 2018 to Aug 2019
- Muy Hamburger Partners, LLCJun 2016 to May 2018
- StudentAug 2012 to May 2018
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
- 7535385
- Firm CRD
- 5393