Joshua Gideon, financial advisor Austin TX
90 score

Joshua Gideon

CRD Number: 5991791
Current Firm: Charles Schwab & Company, Inc.

Joshua Gideon (CRD# 5991791) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Austin, TX Jul 2013 - Current 3
Charles Schwab & Company, Inc. Austin, TX Oct 2011 - Current 5
Utopian Bartending Georgetown, TX Aug 2010 - Current 6
Abby Loves Dog Inc. Georgetown, TX Aug 2009 - Jan 2012 2
Mel's Lonestar Lanes Georgetown, TX Jun 2010 - Oct 2011 1
Unemployed Georgetown, TX Mar 2010 - Jun 2010 < 1
Southwestern University Georgetown, TX Jan 2008 - Mar 2010 2
Georgetown Parks And Recreation Georgetown, TX Apr 2009 - Aug 2009 < 1
Quik Trip Dallas, TX May 2004 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Joshua D. Gideon
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
90
Clean Record
This advisor has a clean track record with regulators.

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