Jim Hoyt, CRPC®, MBA

VP - Financial Consultant

+1 888-415-9051

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Master in Business Administration
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • IC/PSG, Charles Schwab, 2019-2023
  • Investment Advisor, USAA, 1999-2019
  • Brokerage Trading, Citigroup, 1994-1999
  • Educator, S.W. High School, 1993-1994
  • Educator, Saint Anthony's School, 1991-1993

Education

  • BBA Angelo State University
  • BS Angelo State University
  • MBA University of the Incarnate Word
  • Texas A&M Petroleum Engineering

Personal interests and affiliations

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