Rebecca
Montoya

Charles Schwab & Co., Inc

CRD#6442991
Investment Advisor
in Austin, TX
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About this Advisor

Rebecca Montoya is a financial advisor working out of Austin, Texas, who has 11 years of financial industry experience. Montoya works at Charles Schwab & Co., Inc. The advisor has gained experience at Applying For Jobs After College, Charles Schwab & Co., Inc, Virginia Heritage Bank, Student, Nvt Staffing and Charles Schwab Bank. Montoya holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Texas. Charles Schwab & Co., Inc is a financial advisory business that has its headquarters in Austin, Texas. It has offices in 370 locations and a total of 14,879 financial advisors. The firm offers a few services, such as financial planning services, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services are provided. However, fees billed by Charles Schwab & Co., Inc likely are comprised of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

501 Congress Avenue Suite 125
Austin, TX 78701

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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

Rebecca Montoya Work History

Rebecca has 11 years of experience.

2015 - Present (4 years)

Charles Schwab & Co., Inc

2015 - Present (4 years)

Charles Schwab Bank

2012 - 2014 (2 years)

Virginia Heritage Bank

2012 - 2012 (0 years)

Nvt Staffing

2011 - 2012 (1 years)

Applying For Jobs After College

2007 - 2011 (4 years)

Student

Disclosures

Rebecca Montoya has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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