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Amy Katherine Tillson

Charles Schwab & CO., Inc.

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About Amy Katherine Tillson

Amy Tillson is a financial professional with over 34 years of experience in the industry. Currently, Amy is registered with Charles Schwab & CO., Inc. and is located in Phoenix, Arizona. Amy has a strong background in securities and investments, having held previous positions at TD Ameritrade, Inc. and Jack White & Company, Inc.. She is well-versed in a variety of financial products and services, including investment planning, portfolio management, and securities trading.

Firm Information

Amy Tillson 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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Amy Tillson’s Registration & Firm History

AZ

03/30/2023 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

CA

06/01/1998 - 12/31/2023

TD AMERITRADE, INC. (SAN DIEGO CA)

NA

07/11/1994 - 06/01/1998

JACK WHITE & COMPANY, INC.

NA

10/13/1992 - 11/05/1993

VOYAGEUR FUND DISTRIBUTORS, INC.

MN

02/02/1988 - 02/13/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

BC

Issued 11/23/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Amy Katherine Tillson.
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