Teal Renee Powell-mckinzie
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co., Inc.Aug 2023 to now
- HebAug 2022 to Sep 2023
- Charles SchwabMay 2022 to Aug 2022
- HebDec 2020 to May 2022
- UnemployedAug 2020 to Dec 2020
- Walmart (facility Number: 861)Jun 2020 to Aug 2020
- UnemployedJan 2020 to Jun 2020
- Abilene Christian UniversitySep 2019 to Dec 2019
- McdonaldsJun 2018 to Aug 2019
- UnemployedSep 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7539495
- Firm CRD
- 159035