Alexis Taulbee
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Apr 2023 to now
- A & C HerronMar 2023 to now
- Blacksmith BreweryOct 2021 to Mar 2023
- CennoxSep 2020 to Mar 2023
- First Security BankSep 2019 to Aug 2020
- 2barkingsistersMar 2019 to Aug 2019
- UnemployedDec 2018 to Mar 2019
- Full Time EducationAug 2018 to Dec 2018
- JakersMar 2018 to May 2018
- UnemployedDec 2017 to Mar 2018
- Full Time EducationAug 2017 to Dec 2017
- Lakeside Motel & ResortJun 2017 to Aug 2017
- Full Time EducationSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7724694
- Firm CRD
- 5393