Edwin Herrera
Financial advisor at Charles Schwab & Co., Inc. · Westlake, TX
Last updated 2026-10-10
Claim your profileEdwin Herrera is a financial advisor at Charles Schwab & Co., Inc. in Westlake, TX, CRD 7702199. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2026-03-16.
Registration
- CRD number
- 7702199
- Registration status
- Active
- IAPD registration
- 2026-03-16
- Industry Experience
- 0 years
- Work Experience
- 12 years
- States registered
- TX
Licenses and exams
- Series 66
- Series 63
Work history
- 2014-10 to 2017-02 · Nosco · Carrollton, TX
- 2017-02 to 2017-04 · Unemployed · Little Elm, TX
- 2017-04 to 2018-06 · Lantana Golf Group · Lantana, TX
- 2018-06 to 2018-12 · Unemployed · Little Elm, TX
- 2018-12 to 2020-02 · Uber · Little Elm, TX
- 2020-02 to 2020-06 · Unemployed · Little Elm, TX
- 2020-06 to 2022-12 · Nationstar Mortgage LLC · Lewisville, TX
- 2023-03 to Present · Charles Schwab & Co., Inc · Westlake, TX
Current employment
- Charles Schwab & Co., Inc. · San Francisco, CA
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
Edwin Herrera is a financial advisor at Charles Schwab & Co., Inc. in Westlake, TX. Reported securities licenses include Series 66 and Series 63. The latest record indicates less than 1 year of industry experience and 12 years of reported work history.
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, and 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
3000 Schwab Way, Westlake, TX 76262
1,076 advisors at this office.
Contact
The firm's filed contact details.
Official record
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