Schwab contact

1,147 Views | 3 Replies | Last: 3 yr ago by Adam.dubya
2wealfth Man
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1:39p, 9/16/22
looking at moving a sizable portion of the family portfolio to Schwab. I have accounts there but have never really established a relationship with an advisor. I probably need to some "inside" help to make sure this all goes smoothly. Dallas/Ft Worth or College Station would be ideal.
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Stringfellow Hawke
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9:47a, 9/19/22
Not Schwab but in woodlands.

https://www.linkedin.com/in/reden-canlas-cfp%C2%AE-crpc%C2%AE-444a353
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Maroonedinaustin
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4:52p, 9/21/22
I have a contact in the N. Austin area. Let me know if you'd like his contact info.
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Adam.dubya
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12:06a, 9/22/22
I have a friend who is with Schwab in the DFW area.
Let me know if you want his contact info
Msg me for his info
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