Bill Richardson, CWS®

VP - Sr. Financial Consultant

+1 281-362-2206

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 31, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • VP- Financial Consultant, Charles Schwab, 2005-2013
  • Private Client Consultant, Charles Schwab, 2001-2005
  • Branch Manager, Charles Schwab, 2000-2001
  • Senior Investment Consultant, Charles Schwab, 1999-2000
  • Investment Consultant, Charles Schwab, 1997-1999

Education

  • Texas A&M University
  • BS, Liberal Arts and Sciences, General Studies and Humanities - Economics
  • Minor - Finance

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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