Annie Reese (CRD# 7431911) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6394717
Sanctuary Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Indianapolis, IN | Jun 2021 - Current | < 1 |
| Texas A&m Student Activities | College Station, TX | Aug 2020 - May 2021 | < 1 |
| Student | College Station, TX | Aug 2017 - May 2021 | 3 |
| Levy Restaurants | College Station, TX | Aug 2018 - Nov 2019 | 1 |
| Mercy Ships International | Lindale, TX | May 2019 - Aug 2019 | < 1 |
| Christ Church Northeast | Kingwood, TX | Jan 2015 - Aug 2017 | 2 |
| Student | Kingwood, TX | Aug 2011 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- IN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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