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Westley E Tibbs

Charles Schwab & CO., Inc.

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About Westley E Tibbs

Westley Tibbs is a financial advisor registered with Charles Schwab & CO., Inc.. Westley Tibbs has been in the securities industry for over 10 years. Westley Tibbs has experience with multiple firms and has a variety of certifications including Series 66, Series 7 and SIE. Westley Tibbs specializes in providing financial advice to individuals and businesses. Westley Tibbs is also the owner of Chariot Auto Detailing.

Firm Information

Westley Tibbs 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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Westley Tibbs’s Registration & Firm History

MD

01/26/2022 - Present

Charles Schwab & CO., Inc. (Gaithersburg MD)

MD

03/06/2019 - 07/29/2024

TD AMERITRADE, INC. (Gaithersburg MD)

MD

01/08/2018 - 09/28/2018

FOUNDERS FINANCIAL SECURITIES LLC (FREDERICK MD)

MD

07/05/2017 - 12/31/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)

MD

04/03/2017 - 07/18/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (FREDERICK MD)

MD

07/17/2014 - 02/15/2017

CETERA INVESTMENT SERVICES LLC (FREDERICK MD)

MD

03/18/2013 - 06/20/2014

PNC INVESTMENTS (ROCKVILLE MD)

MD

08/13/2012 - 10/04/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)

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Licenses & Designations

BOTH

Issued 09/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2012

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 Westley E Tibbs.
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