Diane
Preston

Charles Schwab & Co., Inc

CRD#1460815
Investment Advisor
in San Diego, CA
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About this Advisor

Diane Preston is a financial advisor operating in San Diego, California, who has 31 years of experience as a financial advisor. Preston is on the advisory team at Charles Schwab & Co., Inc. Over the course of their career, they have held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Preston maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in California. Charles Schwab & Co., Inc is an advisory firm that has its headquarters in San Diego, California. The investment advisory business has offices in 370 locations and a total of 14,879 people on staff. The company performs a set of services, including financial planning services, selection of other advisers and other services. Financial management fees depend on the financial services. Fees charged by Charles Schwab & Co., Inc can be comprised of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

31 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

12481 High Bluff Drive Suite 100
San Diego, CA 92130-3583

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

CA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Diane Preston Work History

Diane has 31 years of experience.

2010 - Present (9 years)

Charles Schwab Bank

1987 - Present (32 years)

Charles Schwab & Co., Inc

Disclosures

Diane Preston has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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