William Cade Lipps
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.May 2025 to now
- Charles Schwab BankMay 2025 to now
- J.P. Morgan Securities LLCApr 2025 to May 2025
- JPMorgan Chase Bank, N.A.Apr 2025 to May 2025
- Oklahoma State UniversityJan 2024 to Apr 2025
- Grade Potential TutoringJul 2023 to Jan 2024
- Trion SolutionsJul 2023 to Jan 2024
- Miso Asian BistroJul 2022 to Jun 2025
- Wings of Hope Family Crisis CenterJul 2022 to Jul 2023
- Olive GardenFeb 2022 to Aug 2022
- WhataburgerSep 2020 to Mar 2022
- EducationAug 2019 to Dec 2023
- UnemployedApr 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 8078004
- Firm CRD
- 5393