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Larry Wilkins Chappell

Schwab Wealth Advisory, Inc.

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About Larry Wilkins Chappell

Larry Chappell is a financial advisor with Schwab Wealth Advisory, Inc. Larry has been in the financial services industry since 1998 and holds FINRA Series 7, 63, and 65 licenses. Larry has worked with USAA Financial Advisors, Inc. and USAA Investment Management Company before joining Schwab Wealth Advisory, Inc. Larry can provide financial planning, and portfolio management services to individuals and businesses.

Firm Information

Larry Chappell is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

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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Larry Chappell’s Registration & Firm History

FL

08/16/2022 - Present

Schwab Wealth Advisory, Inc. (Riverview FL)

FL

09/07/2007 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (Tampa FL)

TX

02/22/1999 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

MN

09/24/1998 - 12/04/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/24/1998 - 12/04/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/30/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Larry Wilkins Chappell. Review regulatory record here.
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