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Austin Dean Bult

Charles Schwab & CO., Inc.

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About Austin Dean Bult

Austin Dean Bult is a financial advisor with Charles Schwab & Co., Inc. located in Gaithersburg, MD. Austin holds Series 7TO, SIE, 63, and 65 licenses and has been in the industry since November 2020. Austin was previously registered with Equitable Advisors, LLC. Austin is registered with the states of California, Delaware, District of Columbia, Florida, Indiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, Virginia, and West Virginia. Austin is registered with FINRA and has a total of 14 state registrations, including 1 IA registration. Austin specializes in financial planning and has a referral program for financial planning.

Firm Information

Austin Bult 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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Austin Bult’s Registration & Firm History

TX

10/10/2024 - Present

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

MD

10/19/2020 - 03/31/2022

EQUITABLE ADVISORS, LLC (COLUMBIA MD)

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Licenses & Designations

IA

Issued 11/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Austin Dean Bult.
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