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John Vincent Stilley

Charles Schwab & CO., Inc.

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About John Vincent Stilley

John Vincent Stilley is a registered representative with Charles Schwab & CO., Inc.. John Vincent Stilley is also a registered investment advisor representative. John Vincent Stilley has been in the securities industry since July 23, 2003. John Vincent Stilley works in the Murrells Inlet, SC office of Charles Schwab & CO., Inc.. John Vincent Stilley's previous employers include TD AMERITRADE, INC., MID ATLANTIC CAPITAL CORPORATION and NEWPORT GROUP SECURITIES, INC..

Firm Information

John Stilley 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 Stilley’s Registration & Firm History

SC

01/09/2015 - Present

Charles Schwab & CO., Inc. (MURRELLS INLET SC)

NE

10/09/2020 - 12/31/2023

TD AMERITRADE, INC. (OMAHA NE)

PA

04/14/2010 - 10/25/2011

MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)

FL

08/28/2003 - 09/26/2008

NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)

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Licenses & Designations

BC

Issued 10/08/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/05/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Vincent Stilley.
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