Rene Aranda (CRD# 4534332) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 21 years of experience in the finance industry. Rene Aranda 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.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | San Antonio, TX | May 2020 - Current | 3 |
| Charles Schwab Bank | San Antonio, TX | May 2020 - Current | 3 |
| Advocare | Plano, TX | Aug 2012 - Current | 11 |
| Usaa Investment Management Company | Tampa, FL | Jan 2018 - May 2020 | 2 |
| Usaa Financial Advisors, Inc. | Tampa, FL | Sep 2007 - May 2020 | 12 |
| Usaa Financial Planning Services | Tampa, FL | Jan 2009 - Jan 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- TX
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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
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