Trevor Ray 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 Bank, SsbJun 2024 to now
- Charles Schwab & Co., Inc.Sep 2023 to now
- The Judge GroupSep 2022 to Feb 2023
- Zeta Tau AlphaOct 2021 to May 2023
- South Padre Island Fire DepartMay 2020 to Sep 2023
- Captain MurphysApr 2020 to Jun 2020
- Full Time EducationAug 2019 to Apr 2020
- Mcallen Country ClubMay 2017 to Aug 2019
- Full Time EducationSep 2013 to May 2017
Exams passed
- 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
- 7699034
- Firm CRD
- 5393