Andrew Paul Walle
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 Bank, SsbJun 2025 to now
- Charles Schwab & Co., Inc.Oct 2024 to now
- Moser Marriott PllcOct 2023 to Oct 2024
- Full Time EducationAug 2023 to Oct 2023
- Rw BairdMay 2023 to Aug 2023
- Full Time EducationAug 2022 to May 2023
- Valley Bar and BottleJun 2022 to Aug 2022
- UnemployedMay 2022 to Jun 2022
- MirabellaJan 2021 to May 2022
- Full Time EducationAug 2020 to Jan 2021
- UnemployedJun 2020 to Aug 2020
- Nekter Juice BarSep 2019 to Jun 2020
- Fry's Food and Drug StoreApr 2019 to Sep 2019
- UnemployedAug 2014 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7751195
- Firm CRD
- 5393