Donald Rivers
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Donald Rivers? Claim your profile
Contact this firm
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
11 years in the industry.
- Charles Schwab Bank, SsbJun 2025 to now
- Charles Schwab & Co., Inc.May 2023 to now
- Aafmaa Mortgage ServicesSep 2022 to May 2023
- Orchard Home LoansAug 2021 to Jun 2022
- Aafmaa Mortgage ServicesSep 2020 to Jul 2021
- Caliber Home LoansJun 2020 to Aug 2020
- NacaJan 2019 to Aug 2019
- Aafmaa Mortgage ServicesSep 2018 to May 2020
- Creative StoneMay 2018 to Aug 2018
- LowesDec 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7726182
- Firm CRD
- 5393