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David Paul Freiburg

Charles Schwab & CO., Inc.

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About David Paul Freiburg

David Paul Freiburg is a financial professional with over 30 years of experience in the financial services industry. David has a wide range of experience in the industry having worked with firms such as TD Ameritrade, Inc., Scottrade, Inc., H.D. Vest Investment Securities, Inc., A.G. Edwards & Sons, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Currently, David is registered with Charles Schwab & CO., Inc. in Lone Tree, Colorado. David is a Series 7, Series 24, Series 55, Series 57TO, and Series 63 licensed professional. David is a valuable resource for individuals seeking investment guidance and financial planning advice.

Firm Information

David Freiburg 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 Freiburg’s Registration & Firm History

CO

01/19/2022 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

NE

05/22/2018 - 01/19/2022

TD AMERITRADE, INC. (OMAHA NE)

MO

07/27/1998 - 05/22/2018

SCOTTRADE, INC. (ST. LOUIS MO)

TX

09/08/1997 - 08/28/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

MO

05/15/1995 - 02/20/1997

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MN

09/28/1992 - 03/08/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/28/1992 - 03/08/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/15/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/24/1992

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 David Paul Freiburg.
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