William Galvin (CRD# 7145934) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Houston, TX and has over 4 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Webster, TX | Jun 2022 - Current | 1 |
Charles Schwab Bank, Ssb | Webster, TX | Jun 2022 - Current | 1 |
N/a | Madrid, | Sep 2021 - Jun 2022 | < 1 |
Robinhood Financial, LLC | Westlake, TX | Mar 2021 - Aug 2021 | < 1 |
N/a | Houston, TX | Jan 2021 - Mar 2021 | < 1 |
Charles Schwab & Company, Inc. | Austin, TX | Jun 2019 - Jan 2021 | 1 |
Bpx Energy | Houston, TX | Oct 2015 - Jun 2019 | 3 |
Marine Corps Reserves | Galveston, TX | Feb 2011 - Feb 2019 | 8 |
N/a | Houston, TX | May 2015 - Oct 2015 | < 1 |
University Of Houston Campus Recreation | Houston, TX | May 2014 - May 2015 | 1 |
American Shooting Center | Houston, TX | Jan 2013 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2019 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
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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