Courtney Michiko Ima
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.Sep 2024 to now
- Charles Schwab Bank, SsbSep 2024 to now
- Full Time EducationSep 2023 to Jun 2024
- Orange County Executives and NetworkersJun 2023 to Sep 2023
- Upside Down LaApr 2023 to Jun 2023
- Full Time EducationSep 2022 to Jun 2023
- WindesAug 2022 to Sep 2022
- Full Time EducationSep 2021 to Jun 2022
- Nm LawJun 2021 to Aug 2021
- Full Time EducationSep 2020 to Jun 2021
- Chick-fil-aJun 2020 to Sep 2020
- Full Time EducationSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7970077
- Firm CRD
- 5393