Daniel WilliamsonCRD Number: 5351360
Current Firm: Charles Schwab & Company, Inc.
Daniel Williamson (CRD# 5351360) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 7 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Charles Schwab & Company, Inc.||Los Gatos, CA||May 2012 - Current||4|
|Charles Schwab Bank||Los Gatos, CA||May 2012 - Current||4|
|Fidelity Investments||Sunnyvale, CA||Feb 2008 - Feb 2012||4|
|Joe Phillips Financial And Insurance Services||Capitola, CA||Aug 2006 - Feb 2008||1|
|San Jose State University||San Jose, CA||Feb 2006 - Dec 2007||1|
|College (san Jose State University)||San Jose, CA||Aug 2003 - Dec 2007||4|
|Men's Wearhouse||Capitola, CA||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
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, 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