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Julia Shanks

Charles Schwab & CO., Inc.

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About Julia Shanks

Julia Shanks is a registered representative with Charles Schwab & Co., Inc. Julia has been in the securities industry since 2023 and is licensed to sell securities in all 50 states. Julia is a Series 7TO and Series 63 licensed advisor and holds the SIE designation. Julia specializes in providing financial planning advice and can help investors make informed decisions about their financial future. Julia can also help you select other advisors to meet your specific needs. Julia is dedicated to helping investors reach their financial goals.

Firm Information

Julia Shanks 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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Julia Shanks’s Registration & Firm History

MO

08/25/2023 - Present

Charles Schwab & CO., Inc. (St Louis MO)

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Licenses & Designations

BC

Issued 09/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Julia Shanks.
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