Alfonso
Esquivel

Charles Schwab & Co., Inc

CRD#2412490
Investment Advisor
in Austin, TX
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About this Advisor

Alfonso Esquivel is a certified financial planner working in Austin, Texas, who has 11 years of professional experience. Esquivel works at Charles Schwab & Co., Inc. Throughout their career, Esquivel has worked at Charles Schwab Bank, Charles Schwab & Co., Inc and Acn Inc. Esquivel has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Texas. Charles Schwab & Co., Inc is a registered investment business that has its headquarters in Austin, Texas. The firm has offices in 370 locations and a total of 14,879 people on staff. Charles Schwab & Co., Inc provides a set of services, including financial planning services, selection of other advisers and other services. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types billed by Charles Schwab & Co., Inc can be comprised of any combination of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

11601 Alterra Pkwy Suite 150
Austin, TX 78758

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

TX Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Alfonso Esquivel Work History

Alfonso has 11 years of experience.

2014 - Present (5 years)

Charles Schwab Bank

2009 - 2013 (4 years)

Acn Inc

2007 - Present (12 years)

Charles Schwab & Co., Inc

Disclosures

Alfonso Esquivel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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