Oscar Murillo cabrera
Investment adviser representative at Charles Schwab & Co., Inc.
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
9 years in the industry.
- Charles Schwab & Co., Inc.Oct 2025 to now
- Charles Schwab Bank, SsbOct 2025 to now
- UnemployedJul 2025 to Sep 2025
- Fidelity InvestmentsJul 2022 to Jun 2025
- Paul Cashman Sate FarmJun 2018 to Jun 2022
- Mufg Bank LtdOct 2017 to Jun 2018
- Paul Cashman State FarmFeb 2017 to Sep 2017
- UnemployedOct 2016 to Jan 2017
Designations
- CFP® certification
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 (CA).
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
- 7601659
- Firm CRD
- 5393