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Michael Dale Dashiell

Charles Schwab & CO., Inc.

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About Michael Dale Dashiell

Michael Dale Dashiell is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Charles Schwab & CO., Inc. and has been with the firm since May 10, 2024. Prior to that, Michael was a registered representative with TD AMERITRADE, INC. from April 22, 2006, to May 10, 2024. Michael has a broad range of experience in the financial services industry, holding licenses to sell a variety of financial products and services, including securities, commodities, and forex. Michael's expertise and dedication to client service make them a valuable resource for individuals seeking financial guidance and advice.

Firm Information

Michael Dashiell 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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Michael Dashiell’s Registration & Firm History

NE

05/10/2024 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

04/22/2006 - 05/10/2024

TD AMERITRADE, INC. (OMAHA NE)

NE

12/22/2017 - 04/20/2020

TD AMERITRADE CLEARING, INC. (OMAHA NE)

NE

09/02/2005 - 04/22/2006

AMERITRADE, INC. (BELLEVUE NE)

NE

01/03/2002 - 02/10/2003

AMERITRADE, INC. (OMAHA NE)

NE

09/03/1999 - 12/31/2001

AMERITRADE (BELLEVUE NE)

NA

05/07/1998 - 08/04/1998

AMERITRADE

MN

02/25/1993 - 09/23/1994

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2007

Series 4 - Registered Options Principal Examination

BC

Issued 08/29/2006

Series 24 - General Securities Principal Examination

BC

Issued 02/12/2019

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2016

Series 3 - National Commodity Futures Examination

BC

Issued 09/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1993

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 Michael Dale Dashiell.
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