Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Lynn Dykstra is a financial advisor with over 16 years of experience in the industry. Crystal has been registered with Charles Schwab & CO., Inc. since 2013. Crystal is a Certified Financial Planner and holds both Series 63 and Series 66 licenses. Crystal's current employment is with Charles Schwab & CO., Inc. Crystal also has previous registrations with USAA Financial Advisors, Inc., Edward Jones, and E*TRADE Securities LLC. Crystal's areas of expertise include Financial Planning, portfolio management, and selection of other advisors. Crystal's main office location is in Oakland, California, with another office in Lone Tree, Colorado. Crystal's office can be reached by phone at 415-667-7000 or by fax at 415-667-0170. Crystal is also active in the following states: California, Colorado, Florida, Idaho, Illinois, Nebraska, Nevada, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Texas, and Washington.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/29/2025 - Present
Charles Schwab & CO., Inc. (Oakland CA)
CA
11/19/2013 - 12/17/2021
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
12/20/2012 - 10/29/2013
USAA FINANCIAL ADVISORS, INC. (SAN FRANCISCO CA)
CA
02/04/2010 - 11/30/2012
CHARLES SCHWAB & CO., INC. (SAN MATEO CA)
CA
07/23/2009 - 01/15/2010
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
05/09/2006 - 04/02/2009
EDWARD JONES (SAN MATEO CA)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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