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Joshua Johnston Rauschenbach

Charles Schwab & CO., Inc.

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About Joshua Johnston Rauschenbach

Joshua Rauschenbach has over 20 years of experience in the financial services industry. Joshua is a Certified Financial Planner and is registered to provide investment advice in 24 states. Joshua currently works with Charles Schwab & CO., Inc. Prior to this, Joshua worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, 1ST GLOBAL CAPITAL CORP., and FIDELITY BROKERAGE SERVICES, INC. Joshua specializes in providing financial planning services and is able to help clients navigate the complex world of investments.

Firm Information

Joshua Rauschenbach 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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Joshua Rauschenbach’s Registration & Firm History

TX

02/22/2021 - Present

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

TX

03/01/2005 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

09/29/1999 - 02/11/2005

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

RI

07/10/1998 - 10/14/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 12/04/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1998

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 Joshua Johnston Rauschenbach.
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