William Mathis, financial advisor Austin TX
88 score

William Mathis

CRD 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 1 year of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Austin, TX Jun 2014 - Current 2
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
Contact Info for William C. Mathis
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
88
Clean Record
This advisor has a clean track record with regulators.

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