Benjamin Northam
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.
- Charles Schwab & Co., Inc.Jul 2024 to now
- State Bank of DekalbFeb 2024 to Jul 2024
- Cadence BankFeb 2024 to Feb 2024
- Contract Work for a HouseAug 2022 to Feb 2024
- Full Time EducationAug 2021 to Aug 2022
- City of Texarkana TexasMay 2021 to Aug 2021
- Full Time EducationAug 2020 to May 2021
- Texarkana Golf RanchJun 2020 to Aug 2020
- UnemployedMay 2020 to Jun 2020
- Full Time EducationAug 2019 to May 2020
- UnemployedMay 2019 to Aug 2019
- Full Time EducationAug 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7946282
- Firm CRD
- 5393