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David Wayne Doetsch

Schwab Wealth Advisory, Inc.

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About David Wayne Doetsch

David Wayne Doetsch is a financial advisor at Schwab Wealth Advisory, Inc. with over 24 years of experience in the financial services industry. David has been registered with the state of Arizona since 2000, and has also been registered with the state of Texas since 2020. David is a Certified Financial Planner and holds the Series 7, 9, 10, and 66 licenses. David has also completed the Securities Industry Essentials Examination.

Firm Information

David Doetsch is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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David Doetsch’s Registration & Firm History

AZ

01/02/2020 - Present

Schwab Wealth Advisory, Inc. (PHOENIX AZ)

NY

02/10/2000 - 07/14/2000

MONY SECURITIES CORPORATION (NEW YORK NY)

MN

12/02/1997 - 07/09/1999

BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)

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Licenses & Designations

BOTH

Issued 05/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/05/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/1997

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 Wayne Doetsch.
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