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Manuel Flores

Investment adviser representative at Charles Schwab & Co., Inc.
10 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

10 years in the industry.

  1. Charles Schwab & Co., Inc.Sep 2024 to now
  2. Charles Schwab Bank, SsbSep 2024 to now
  3. Charles Schwab & Co., Inc.Jun 2023 to Aug 2024
  4. Experis MangroupSep 2022 to Jun 2023
  5. West Branches LandscapeApr 2020 to Sep 2022
  6. Top Dollar PawnOct 2019 to Apr 2020
  7. West Branches LandscapeApr 2017 to Oct 2019
  8. SubwayJan 2017 to Apr 2017
  9. N/aSep 2016 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
7743746
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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