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Harold Emerson Scull

Schwab Wealth Advisory, Inc.

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About Harold Emerson Scull

Harold Emerson Scull is a financial advisor currently registered with Schwab Wealth Advisory, Inc. in Lithia, Florida. Harold has been in the financial services industry for over 20 years, working with a number of firms including USAA Financial Advisors, Inc. and TD Ameritrade, Inc. Harold holds a Series 7, 63, and 66 license and offers financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Harold Scull is currently registered with Schwab Wealth Advisory, Inc.. SCHWAB WEALTH ADVISORY, INC. is a registered investment advisor based in SAN FRANCISCO, CA. They provide financial planning, portfolio management for individuals and businesses, and participate in wrap fee programs. The firm has 248 licensed agents, 916 investment adviser representatives, and 926 registered representatives.

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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Harold Scull’s Registration & Firm History

FL

04/02/2023 - Present

Schwab Wealth Advisory, Inc. (Lithia FL)

FL

07/29/2011 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (Tampa FL)

TX

07/13/2010 - 07/06/2011

TD AMERITRADE, INC. (FORT WORTH TX)

TX

01/01/2008 - 07/01/2010

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

11/06/2002 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

RI

09/21/2000 - 11/06/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 7/16/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/4/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/20/2000

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 Harold Emerson Scull.
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