Shane Spence
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Oct 2025 to now
- Charles Schwab & Co., Inc.Sep 2025 to now
- Madison Avenue SecuritiesJul 2024 to Sep 2025
- The Lifewealth GroupJul 2024 to Sep 2025
- Ae Wealth ManagementJul 2024 to May 2025
- Equitable Advisors, LLC.Jun 2024 to Jul 2024
- Earned WealthSep 2023 to Dec 2023
- Watson Realty Corp.Mar 2022 to Jan 2025
- UnemployedJul 2021 to Feb 2022
- AldiAug 2017 to Jul 2021
- UnemployedJun 2017 to Jul 2017
- AmazonMar 2017 to May 2017
- Home DepotJan 2017 to Mar 2017
- TargetAug 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7802657
- Firm CRD
- 159035