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George Hensel Reeves

Charles Schwab & CO., Inc.

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About George Hensel Reeves

George Hensel Reeves is a financial professional with over 30 years of experience in the securities industry. George is currently a registered representative with Charles Schwab & Co., Inc., and is licensed to provide investment advice in 51 states. George has a strong background in providing investment guidance to individuals and families, and is committed to helping clients reach their financial goals. Prior to joining Charles Schwab, George held positions at a number of other firms, including FIRST AMERICA EQUITIES CORP., MALONE & ASSOCIATES, INC., MARSHALL DAVIS, INC., J. W. GANT & ASSOCIATES, INC., FIRST EASTERN SECURITIES CORPORATION, and YORK WORLD WIDE INVESTMENTS, INC.

Firm Information

George Reeves 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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George Reeves’s Registration & Firm History

CO

04/11/1991 - Present

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

NA

06/12/1990 - 09/13/1991

FIRST AMERICA EQUITIES CORP.

CO

10/02/1990 - 02/25/1991

MALONE & ASSOCIATES, INC. (DENVER CO)

NA

03/31/1986 - 08/23/1989

MARSHALL DAVIS, INC.

NA

03/21/1986 - 04/08/1986

J. W. GANT & ASSOCIATES, INC.

NA

07/11/1985 - 01/01/1986

FIRST EASTERN SECURITIES CORPORATION

NA

02/25/1985 - 11/18/1985

YORK WORLD WIDE INVESTMENTS, INC.

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Licenses & Designations

BC

Issued 03/12/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/30/1993

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

BC

Issued 05/03/1985

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1985

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 George Hensel Reeves.
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