David Aylor, financial advisor Mount Pleasant SC

David Aylor

CRD Number: 6436571
Current Firm: Charles Schwab & Company, Inc.

David Aylor (CRD# 6436571) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mount Pleasant, SC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Mt Pleasant, SC Dec 2016 - Current 7
Charles Schwab & Company, Inc. Mt Pleasant, SC Jan 2015 - Current 9
United States Marine Corps Reserve Fort Knox, KY Nov 2011 - Feb 2015 3
Regions Bank Carmel, IN May 2012 - Dec 2014 2
Indiana University Indianapolis, IN Jul 2010 - Dec 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for David J. Aylor
Phone Number: 415-667-7000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, 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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