William Archibald, financial advisor Tucson AZ
93 score

William Archibald

CRD Number: 5272767
Current Firm: Charles Schwab & Company, Inc.

William Archibald (CRD# 5272767) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tucson, AZ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Atlanta, GA Feb 2013 - Current 4
Charles Schwab Bank Atlanta, GA Feb 2013 - Current 4
Usaa Financial Advisors, Inc. Phoenix, AZ Apr 2010 - Feb 2013 2
Usaa Financial Planning Services Phoenix, AZ Apr 2010 - Feb 2013 2
Edward Jones St Louis, MO Jan 2007 - Apr 2010 3
Albuquerque Isotopes Baseball Club Albuquerque, NM Jan 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for William C. Archibald
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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