Isaac Alexander Williams
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.Jan 2026 to now
- Charles Schwab Bank, SsbJan 2026 to now
- Fidelity InvestmentsJun 2023 to Jan 2026
- StudentDec 2022 to Jun 2023
- Charles SchwabJun 2022 to Dec 2022
- StudentJan 2022 to Jun 2022
- University of South CarolinaAug 2021 to Jan 2022
- Textron SystemsJun 2021 to Aug 2021
- StudentDec 2020 to Jun 2021
- University of South CarolinaAug 2020 to Dec 2020
- City of ShelbyJun 2017 to Aug 2020
- StudentJan 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7564708
- Firm CRD
- 5393