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Craig David Hector

Charles Schwab & CO., Inc.

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About Craig David Hector

Craig David Hector is an active advisor with Charles Schwab & Co., Inc., a firm with over $50 billion in assets and 919,128 clients. Hector has been in the financial services industry since 2010 and is registered in Texas. Hector specializes in financial planning and provides a wide range of advisory services. Hector has held a Series 7, Series 3, Series 34, Series 63, and Series 24 license. Hector previously worked at TD AMERITRADE, INC.

Firm Information

Craig Hector 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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Craig Hector’s Registration & Firm History

TX

02/09/2022 - Present

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

MO

03/01/2010 - 02/10/2022

TD AMERITRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2012

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 04/19/2012

Series 3 - National Commodity Futures Examination

BC

Issued 02/27/2010

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 Craig David Hector.
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