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Alonzo B Anthony

Charles Schwab & CO., Inc.

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About Alonzo B Anthony

Alonzo B. Anthony is a registered representative with Charles Schwab & Co., Inc., and has been in the securities industry since October 22, 2000. Alonzo Anthony holds Series 63, 66, 7, 9 and 10 licenses. Alonzo Anthony is registered to conduct business in Indiana and 51 other states. Alonzo Anthony is also registered as an investment advisor representative with Charles Schwab & Co., Inc. in Indiana. Alonzo Anthony’s firm is headquartered in San Francisco, California, and has more than $50 billion in assets under management. The firm provides financial planning, portfolio management, selection of other advisors, and wrap fee program sponsor services.

Firm Information

Alonzo Anthony 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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Alonzo Anthony’s Registration & Firm History

IN

09/24/2014 - Present

Charles Schwab & CO., Inc. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 09/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/06/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Alonzo B Anthony. Review regulatory record here.
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