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Thomas Alston Burrell

Schwab Wealth Advisory, Inc.

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About Thomas Alston Burrell

Thomas Burrell is an Investment Advisor Representative with Schwab Wealth Advisory, Inc. Thomas Burrell is registered with FINRA and has passed the Series 7, SIE, 63 and 66 exams. Thomas Burrell's professional experience includes working at CHARLES SCHWAB & CO., INC, AAA The Auto Club Group and Colorado State University. The main office of Schwab Wealth Advisory, Inc. is located at 211 Main Street, San Francisco, CA. Schwab Wealth Advisory, Inc. has 248 licensed agents, 916 Investment Adviser Representatives, 926 Registered Representatives, and 898 advisory functions. The firm's advisory services include portfolio management for individuals and businesses, and financial planning.

Firm Information

Thomas Burrell 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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Thomas Burrell’s Registration & Firm History

CO

01/04/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 04/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Thomas Alston Burrell. Review regulatory record here.
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