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Meghann Rae Newman

Charles Schwab & CO., Inc.

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About Meghann Rae Newman

Meghann Rae Newman is a financial advisor with over 18 years of experience in the industry. Meghann is registered with Charles Schwab & CO., Inc., and has been with the firm since August 2016. Prior to that, Meghann worked for First Command Financial Planning, Inc. Meghann has a broad range of experience and holds multiple licenses and designations including Series 6, 7, 10, 63 and 65. Meghann works with both individual and institutional clients and specializes in financial planning and asset management.

Firm Information

Meghann Newman 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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Meghann Newman’s Registration & Firm History

CO

08/30/2016 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

TX

05/05/2005 - 08/08/2016

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 06/22/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/30/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/04/2005

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 Meghann Rae Newman.
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