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Alex Matthew Avila

Schwab Wealth Advisory, Inc.

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About Alex Matthew Avila

Alex Avila is a financial advisor with Schwab Wealth Advisory, Inc. Alex has been in the industry since 2017 and has a wide range of experience working with individuals and businesses. Alex specializes in financial planning, and portfolio management. Alex is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 63, and 66 licenses.

Firm Information

Alex Avila is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Alex Avila’s Registration & Firm History

CO

01/03/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

01/08/2021 - 07/06/2021

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

CO

08/12/2020 - 11/19/2020

PRINCIPAL SECURITIES, INC. (DENVER CO)

CO

04/10/2019 - 01/22/2020

E*TRADE SECURITIES LLC (DENVER CO)

TX

01/12/2017 - 03/28/2019

CHARLES SCHWAB & CO., INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 05/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alex Matthew Avila.
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