Abby Becker

Financial advisor at Charles Schwab & Co., Inc. · Orlando, FL

Last updated 2026-10-10

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Abby Becker is a financial advisor at Charles Schwab & Co., Inc. in Orlando, FL, CRD 7898168. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2026-09-21.

Registration

CRD number
7898168
Registration status
Active
IAPD registration
2026-09-21
Industry Experience
0 years
Work Experience
14 years
States registered
FL

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2019-10 to 2019-11 · Palm Beach Tan · Grand Forks, ND
  • 2020-02 to 2021-05 · Ulta Beauty · Roseville, MN
  • 2021-05 to 2024-06 · Aritzia · Orlando, FL
  • 2018-06 to 2020-06 · Indian Hills Golf Course · Stillwater, MN
  • 2024-06 to Present · Charles Schwab & Co., Inc. · Orlando, FL
  • 2012-09 to 2018-06 · Full Time Education · Maplewood, MN
  • 2018-08 to 2019-12 · Full Time Education · Grand Forks, ND
  • 2020-01 to 2022-05 · Full Time Education · Minneapolis, MN
  • 2026-09 to Present · Schwab Wealth Advisory Inc · Orlando, FL

Current employment

SEC IAPD record for Abby Becker

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Abby Becker is a financial advisor at Charles Schwab & Co., Inc. in Orlando, FL. Reported securities licenses include Series 65 and Series 63. The latest record indicates less than 1 year of industry experience and 14 years of reported work history. Reported roles include Aritzia, Full Time Education, Ulta Beauty, Indian Hills Golf Course, among others.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

1958/1950/1991/2001 Summit Park Dr., Orlando, FL 32810

209 advisors at this office.

Charles Schwab & office in Orlando, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Abby Becker?

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