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John Marshall McDaniel

Charles Schwab & CO., Inc.

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About John Marshall McDaniel

John McDaniel is an investment advisor representative at Charles Schwab & CO., Inc. John has been working in the financial industry since 2015, with prior experience at TD Ameritrade, Inc. and Charles Schwab & CO., Inc. John specializes in providing financial planning services and selecting other advisors. John has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. John is registered with the state of Texas.

Firm Information

John McDaniel 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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John McDaniel’s Registration & Firm History

TX

01/22/2025 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

01/26/2023 - 01/08/2024

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

TX

05/07/2015 - 12/20/2023

TD AMERITRADE, INC. (Westlake TX)

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Licenses & Designations

IA

Issued 05/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/14/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2018

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 02/22/2017

Series 3 - National Commodity Futures Examination

BC

Issued 05/06/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Marshall McDaniel.
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