Bret Adkins, financial advisor Southlake TX

Bret Adkins

CRD Number: 1355985
Current Firm: Charles Schwab & Company, Inc.

Bret Adkins (CRD# 1355985) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Southlake, TX Feb 2005 - Current 14
Charles Schwab & Company, Inc. Southlake, TX Feb 1985 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
Contact Info for Bret A. Adkins
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
  • 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, 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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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