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Francisco Garcia Cantu

Charles Schwab & CO., Inc.

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About Francisco Garcia Cantu

Francisco Garcia Cantu is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. Francisco has been in the industry since March 24, 2016, and is currently registered in Texas. Francisco has worked at Charles Schwab & CO., Inc. since October 27, 2014, and also previously worked at OPTIONSXPRESS, INC. Francisco holds the Series 3, Series 7, and Series 66 securities licenses, as well as the SIE exam. Francisco specializes in providing financial planning and investment advisory services to individuals. Francisco's current employment at Charles Schwab & CO., Inc. has branch offices in Phoenix, Arizona, and Round Rock, Texas.

Firm Information

Francisco Cantu 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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Francisco Cantu’s Registration & Firm History

AZ

07/15/2019 - Present

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

TX

10/27/2014 - 02/14/2018

CHARLES SCHWAB & CO., INC. (Austin TX)

TX

01/30/2017 - 11/14/2017

OPTIONSXPRESS, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 03/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2017

Series 3 - National Commodity Futures Examination

BC

Issued 10/27/2014

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 Francisco Garcia Cantu.
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