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Alexa Elizabeth Tizon

Charles Schwab & CO., Inc.

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About Alexa Elizabeth Tizon

Alexa Elizabeth Tizon is a registered representative of Charles Schwab & CO., Inc. Alexa Elizabeth Tizon has been in the industry since 2022. Alexa Elizabeth Tizon works out of the Westlake, Texas office location. Alexa Elizabeth Tizon is licensed to sell securities in Texas. Alexa Elizabeth Tizon has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Alexa Elizabeth Tizon's current employer, Charles Schwab & CO., Inc., has been in the industry since 1971. Charles Schwab & CO., Inc. has a total of 2919 licensed agents, 3564 investment adviser representatives, and 15186 registered representatives. Charles Schwab & CO., Inc. is headquartered in San Francisco, CA. Charles Schwab & CO., Inc. manages more than $50 billion in assets for 919128 clients.

Firm Information

Alexa Tizon is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Alexa Tizon’s Registration & Firm History

TX

12/27/2024 - Present

Charles Schwab & CO., Inc. (Westlake TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexa Elizabeth Tizon.
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