William MathisCRD Number: 6354833
Current Firm: Charles Schwab & Company, Inc.
William Mathis (CRD# 6354833) 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.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Austin Pontoon Rentals||Austin, TX||Aug 2016 - Current||1|
|Charles Schwab & Company, Inc.||Austin, TX||Jun 2014 - Current||4|
|Fule-time Education||Austin, TX||Aug 2013 - Jun 2014||< 1|
|Surescore||Austin, TX||Aug 2013 - Oct 2013||< 1|
|Full-time Education||Austin, TX||Jul 2013 - Aug 2013||< 1|
|Silverleaf Resorts||Austin, TX||Nov 2012 - Jul 2013||< 1|
|Texas Book Company||Austin, TX||Aug 2012 - Jan 2013||< 1|
|Pinehurst Country Club||Denver, CO||May 2012 - Aug 2012||< 1|
|Texas Book Company||Austin, TX||Aug 2011 - May 2012||< 1|
|Pinehurst Country Club||Denver, CO||Aug 2010 - Aug 2011||1|
|Lone Tree Golf Course||Lone Tree, CO||Apr 2009 - Aug 2010||1|
|Unemployed||Denver, CO||Oct 2004 - Apr 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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