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Troy John Davidson

Charles Schwab & CO., Inc.

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About Troy John Davidson

Troy John Davidson is a financial professional with over 13 years of experience in the industry. Troy is currently registered with Charles Schwab & CO., Inc., and has been with the firm since February 2018. Prior to that, Troy worked at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp. and Securian Financial Services, Inc. Troy is licensed to provide financial advice and services in several states, including California, Texas, and others. Troy has earned the Series 7 and Series 66 securities licenses, as well as the SIE. Troy's areas of specialization include Investment Advisory Services and Financial Planning.

Firm Information

Troy Davidson 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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Troy Davidson’s Registration & Firm History

CA

01/03/2023 - Present

Charles Schwab & CO., Inc. (Newport Beach CA)

CA

07/02/2012 - 02/28/2018

FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)

CA

10/15/2010 - 05/29/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)

CA

11/09/2009 - 10/21/2010

CHASE INVESTMENT SERVICES CORP. (IRVINE CA)

CA

02/16/2009 - 10/22/2009

SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 02/27/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Troy John Davidson.
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