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David Allan Drouin

Charles Schwab & CO., Inc.

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About David Allan Drouin

David Allan Drouin is a registered investment advisor representative with Charles Schwab & CO., Inc. David has been working in the financial services industry since June 2018. David has been associated with Charles Schwab & CO., Inc. since January 2021. Prior to that, David was employed at TD Ameritrade, Inc. David has a Series 66 license and has passed the Series 7TO and SIE examinations. David is registered with the state of New Hampshire as an investment advisor representative. David also serves as a private instructor for Concord Sports Center.

Firm Information

David Drouin 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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David Drouin’s Registration & Firm History

NH

01/14/2022 - Present

Charles Schwab & CO., Inc. (Bedford NH)

MA

09/23/2019 - 01/21/2021

TD AMERITRADE, INC. (BURLINGTON MA)

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Licenses & Designations

BOTH

Issued 11/18/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Allan Drouin.
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