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Andrew Joseph Wilhite

Charles Schwab & CO., Inc.

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About Andrew Joseph Wilhite

Andrew Wilhite is a financial advisor who is registered with Charles Schwab & CO., Inc. Andrew has been a registered representative for six years and has been with Charles Schwab & CO., Inc. since December 2022. Andrew is also a Certified Financial Planner. Andrew is registered in 22 states. Andrew has a background in financial services, government, and education. Andrew holds the Series 63, 66, 7, and 9 securities licenses.

Firm Information

Andrew Wilhite 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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Andrew Wilhite’s Registration & Firm History

CA

03/01/2022 - Present

Charles Schwab & CO., Inc. (Mission Viejo CA)

CA

01/02/2018 - 05/19/2024

TD AMERITRADE, INC. (MISSION VIEJO CA)

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Licenses & Designations

BOTH

Issued 06/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2017

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 Andrew Joseph Wilhite.
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