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Bradley James Thebeau

Charles Schwab & CO., Inc.

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About Bradley James Thebeau

Bradley Thebeau is a financial advisor who has been in the industry since 2014. Bradley has a Series 7 and Series 66 license and holds registrations with several states. Bradley currently works for Charles Schwab & CO., Inc. in Columbia, Maryland. Previously, Bradley worked for TD AMERITRADE, INC., SCOTTRADE, INC., and WELLS FARGO ADVISORS, LLC. Bradley specializes in retirement planning and investment management.

Firm Information

Bradley Thebeau 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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Bradley Thebeau’s Registration & Firm History

MD

10/20/2022 - Present

Charles Schwab & CO., Inc. (Columbia MD)

MD

01/11/2023 - 07/29/2024

TD AMERITRADE, INC. (Columbia MD)

FL

02/26/2018 - 01/11/2021

TD AMERITRADE, INC. (ST. PETERSBURG FL)

FL

11/03/2016 - 02/26/2018

SCOTTRADE, INC. (CLEARWATER FL)

MO

08/06/2014 - 11/03/2016

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 06/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Bradley James Thebeau. Review regulatory record here.
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