Rita Lind (CRD# 3027700) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New Braunfels, TX and has over 22 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | San Antonio, TX | Aug 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | San Antonio, TX | May 2020 - Current | 3 |
| Rita Drace Lind Rental Property | New Braunfels, TX | Jun 2016 - Current | 7 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - May 2020 | 2 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Apr 2006 - May 2020 | 14 |
| Usaa Financial Plannings Services | San Antonio, TX | Apr 2006 - May 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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, 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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