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Cade P Bass

Charles Schwab & CO., Inc.

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About Cade P Bass

Cade Bass has been working in the financial industry since 2008. Cade is a Certified Financial Planner and is currently registered with Charles Schwab & CO., Inc.. Cade has experience at a few firms, most recently, at EURO AMERICAN CAPITAL CORPORATION. Cade has a strong history in the financial industry with Series 7, 63, and 65 licenses. Cade has been registered with the state of Texas since 2009. Cade is also registered in Utah. Cade is a licensed Registered Representative in 22 states and a licensed Investment Advisor Representative in Texas and Utah.

Firm Information

Cade Bass 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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Cade Bass’s Registration & Firm History

TX

04/03/2024 - Present

Charles Schwab & CO., Inc. (Fort Worth TX)

TX

08/07/2009 - 08/26/2009

EURO AMERICAN CAPITAL CORPORATION (DALLAS TX)

TX

01/02/2009 - 03/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

TX

05/15/2008 - 09/11/2008

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 01/29/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2008

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 Cade P Bass.
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