Roland
Becerra

Charles Schwab & Co., Inc

CRD#1924825
Investment Advisor
in Austin, TX
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About this Advisor

Roland Becerra is a certified financial planner located in Austin, Texas. Currently a registered financial advisor with Charles Schwab & Co., Inc, they have gathered 10 years of professional experience. Becerra maintains Series 63 and Series 66 licenses, designating the advisor as a securities agent. Becerra can work with customers based out of Texas. During their career, Becerra has held roles at Charles Schwab & Co., Inc and The 401(K) Company. Charles Schwab & Co., Inc is based out of Austin, Texas, and has 370 additional brick-and-mortar locations in the country. In aggregate, Charles Schwab & Co., Inc employs more than 14,879 people. None of the advisory firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Charles Schwab & Co., Inc can provide financial planning services, selection of other advisers and other services. The firm's fees may include hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2309 Gracy Farms Lane
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

Roland Becerra Work History

Roland has 10 years of experience.

2008 - Present (11 years)

Charles Schwab & Co., Inc

2008 - 2008 (0 years)

The 401(K) Company

Disclosures

Roland Becerra has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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