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Donald Robert Hoyland

Charles Schwab & CO., Inc.

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About Donald Robert Hoyland

Donald Robert Hoyland is an investment advisor representative with Charles Schwab & CO., Inc., having joined the firm in April of 1990. Donald is registered with both FINRA and the state of Arizona. Donald has been in the securities industry for 38 years. Donald holds various licenses and certifications including: Series 7, 8, 9, 10, 15, 63 and 66. Donald's prior experience includes working for E. F. HUTTON & COMPANY INC, DEAN WITTER REYNOLDS INC., ISFA CORPORATION, PAINE, WEBBER, JACKSON & CURTIS INC and FIRST AMERICAN NATIONAL SECURITIES, INC. Donald is registered to provide investment advice in the states of Arizona and California.

Firm Information

Donald Hoyland 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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Donald Hoyland’s Registration & Firm History

AZ

01/10/2007 - Present

Charles Schwab & CO., Inc. (Scottsdale AZ)

GA

05/01/1990 - 06/21/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

NA

05/28/1986 - 04/19/1988

E. F. HUTTON & COMPANY INC

NA

07/12/1984 - 06/04/1986

DEAN WITTER REYNOLDS INC.

NA

07/07/1983 - 06/28/1984

ISFA CORPORATION

NA

06/22/1983 - 09/14/1983

PAINE, WEBBER, JACKSON & CURTIS INC.

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Licenses & Designations

BOTH

Issued 12/29/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/24/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/1985

Series 15 - Foreign Currency Options Examination

BC

Issued 06/18/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Donald Robert Hoyland. Review regulatory record here.
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