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Theresa Lynn Crone

Charles Schwab & CO., Inc.

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About Theresa Lynn Crone

Theresa Lynn Crone is a registered representative with Charles Schwab & Co., Inc. in Omaha, NE. Theresa has been in the industry since 2013 and has a wide range of experience in financial services. Theresa holds the Series 7, Series 99, and SIE licenses. Theresa is also licensed in the state of Nebraska. Before joining Charles Schwab & Co., Inc., Theresa worked at TD AMERITRADE CLEARING, INC. and COR CLEARING LLC. Theresa is a dedicated and experienced financial professional who is committed to helping clients achieve their financial goals.

Firm Information

Theresa Crone 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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Theresa Crone’s Registration & Firm History

NE

04/08/2024 - Present

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

NE

09/08/2015 - 05/13/2024

TD AMERITRADE CLEARING, INC. (Omaha NE)

NE

10/22/2012 - 05/20/2015

COR CLEARING LLC (OMAHA NE)

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Licenses & Designations

BC

Issued 09/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2016

Series 7 - General Securities Representative Examination

BC

Issued 10/19/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Theresa Lynn Crone.
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