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Daniel Philip Alexander

Charles Schwab & CO., Inc.

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About Daniel Philip Alexander

Daniel Philip Alexander is a financial advisor at Charles Schwab & Co., Inc. Daniel has been in the financial services industry for over 16 years. He has a strong track record of providing financial advice to individuals and families. Daniel holds the Series 7, Series 63, and Series 66 licenses, and is also a Certified Financial Planner. He has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice. In addition to his role at Charles Schwab & Co., Inc., Daniel also served as a financial advisor at FIDELITY BROKERAGE SERVICES LLC from 2008 to 2017. He holds registrations in 25 states and is currently registered with Charles Schwab & Co., Inc. Daniel is committed to helping his clients achieve their financial goals.

Firm Information

Daniel Alexander 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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Daniel Alexander’s Registration & Firm History

GA

03/23/2021 - Present

Charles Schwab & CO., Inc. (Atlanta GA)

GA

05/19/2008 - 05/17/2017

FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)

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Licenses & Designations

BOTH

Issued 06/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2008

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 Daniel Philip Alexander.
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