David Villanueva, financial advisor Austin TX
89 score

David Villanueva

CRD Number: 5461472
Current Firm: Charles Schwab & Company, Inc.

David Villanueva (CRD# 5461472) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Austin, TX Apr 2014 - Current 2
Charles Schwab & Company, Inc. Austin, TX Apr 2012 - Current 4
David-toy Maker Austin, TX Jan 2012 - Current 4
Ccipro Studio, LLC Austin, TX Mar 2011 - Current 5
Benefit Systems, Inc. Austin, TX Dec 2009 - Apr 2011 1
Family Christian Store Austin, TX Dec 2007 - Apr 2011 3
Edward Jones St Louis, MO Dec 2007 - Jul 2008 < 1
Unemployed Austin, TX May 2007 - Dec 2007 < 1
St. Edward's University Austin, TX Aug 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for David Villanueva
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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