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Trisha Renee Newberry

Charles Schwab & CO., Inc.

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About Trisha Renee Newberry

Trisha Renee Newberry is a financial advisor currently registered with Charles Schwab & CO., Inc. Trisha has been in the industry since March 2019 and is licensed to operate in numerous states. Previously, Trisha held positions at Equitable Advisors, LLC and Charles Schwab & CO., INC. Trisha's areas of specialization include Financial Planning, Portfolio Management, and Selection of Other Advisors. Trisha is licensed to provide advice on a wide range of products and services.

Firm Information

Trisha Newberry 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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Trisha Newberry’s Registration & Firm History

TX

02/01/2024 - Present

Charles Schwab & CO., Inc. (Houston TX)

TX

07/20/2020 - 01/31/2024

CHARLES SCHWAB & CO., INC. (Houston TX)

TX

03/07/2019 - 07/08/2020

EQUITABLE ADVISORS, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 03/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Trisha Renee Newberry.
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