Cade Bass, financial advisor Fort Worth TX
96 score

Cade Bass

CRD Number: 5442746
Current Firm: Charles Schwab & Company, Inc.

Cade Bass (CRD# 5442746) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Worth, TX and has over 9 years of experience in the finance industry. Cade Bass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Bank Fort Worth, TX Sep 2011 - Current 6
Charles Schwab & Company, Inc. Fort Worth, TX Oct 2009 - Current 8
Euro American Capital Corporation Dallas, TX Aug 2009 - Aug 2009 < 1
Unemployed Dallas, TX Mar 2009 - Aug 2009 < 1
Merrill Lynch Dallas, TX Nov 2008 - Mar 2009 < 1
Unemployed Roanoke, TX Aug 2008 - Nov 2008 < 1
Td Ameritrade Ft. Worth, TX Oct 2007 - Sep 2008 < 1
Huemiller & Associates (superior Wood Care) Plano, TX Jun 2007 - Oct 2007 < 1
Huemiller &amp; Associates Plano, TX Jun 2007 - Oct 2007 < 1
Unemployed Denton, TX Oct 2006 - Jun 2007 < 1
University Of North Texas Denton, TX Aug 2004 - May 2007 2
College Works Irvine, CA Jan 2006 - Oct 2006 < 1
College Works Mckinney/plano, TX Jan 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Cade P. Bass
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
96
Clean Record
This advisor has a clean track record with regulators.

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