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Daryl Howard Powell

Charles Schwab & CO., Inc.

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About Daryl Howard Powell

Daryl Howard Powell is a financial advisor currently registered with Charles Schwab & Co., Inc. Daryl has been in the financial industry since December 15, 2003 and is licensed in Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Iowa, Massachusetts, Missouri, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington. Daryl holds the Series 63, 66, 7, 24, and SIE licenses. Daryl has been associated with Charles Schwab & Co., Inc. since August 2007 and is also a Certified Financial Planner. Daryl specializes in individual investors.

Firm Information

Daryl Powell 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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Daryl Powell’s Registration & Firm History

CA

01/04/2019 - Present

Charles Schwab & CO., Inc. (Sacramento CA)

CA

10/12/2006 - 08/15/2007

MML INVESTORS SERVICES, INC. (SACRAMENTO CA)

CA

11/10/2003 - 09/18/2006

E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)

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Licenses & Designations

BOTH

Issued 06/09/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2003

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 Daryl Howard Powell.
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