William Edward Bibbs
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Schwab Wealth Advisory, Inc.Aug 2026 to now
- Charles Schwab & Co., IncAug 2024 to now
- Ymca Retirement FundJun 2022 to Aug 2024
- Ymca Retirement FundJan 2022 to May 2022
- Union GarageNov 2021 to Apr 2022
- Ymca Retirement FundMay 2019 to Dec 2021
- The Goodkind GroupOct 2018 to May 2019
- UnemployedMay 2018 to Oct 2018
- Full Time EducationSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7962568
- Firm CRD
- 159035