Alisse Dulaney, financial advisor San Antonio TX

Alisse Dulaney

CRD Number: 2981654
Current Firm: Charles Schwab & Company, Inc.

Alisse Dulaney (CRD# 2981654) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb San Antonio, TX Aug 2021 - Current 2
Charles Schwab & Company, Inc. San Antonio, TX Apr 2021 - Current 2
Unemployed San Antonio, TX Jan 2021 - Mar 2021 < 1
T. Rowe Price Investment Services, Inc. Owings Mills, MD Sep 2020 - Dec 2020 < 1
Unemployed Colorado Springs, CO Jun 2020 - Sep 2020 < 1
Usaa Financial Advisors Inc. Colorado Springs, CO Jul 2019 - Jun 2020 < 1
Usaa Investment Services Company Colorado Springs, CO Jul 2019 - May 2020 < 1
Peyton Resource Group San Antonio, TX Jul 2019 - May 2020 < 1
Unemployed Colorado Springs, CO Oct 2018 - Jul 2019 < 1
Usaa Investment Management Company Colorado Springs, CO Jan 2018 - Oct 2018 < 1
Usaa Financial Planning Services Colorado Springs, CO Apr 2010 - Oct 2018 8
Usaa Financial Advisors, Inc. Colorado Springs, CO Sep 2007 - Oct 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Alisse R. Dulaney
Phone Number: 415-667-7000
Registered State(s):
  • TX
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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