Charles Deane Allbright

CRD 2096611 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Chuck Allbright

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): SIESeries 7Series 9Series 10Series 24Series 23Series 8Series 66Series 63
Registered states (1): Texas
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (10)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
Westlake, TX · BC capacity

Feb 19, 2010 → Feb 20, 2023
Td Ameritrade, Inc.
Westlake, TX · IA capacity

Feb 19, 2010 → Oct 14, 2022
Chase Investment Services Corp.
Ft. Worth, TX · IA capacity

Jan 20, 2010 → Feb 11, 2010
Chase Investment Services Corp.
Ft. Worth, TX · BC capacity

Jan 8, 2010 → Feb 11, 2010
Fidelity Brokerage Services LLC
Westlake, TX · BC capacity

Jan 1, 2008 → Feb 17, 2009
Fidelity Investments Institutional Services Company, Inc.
Westlake, TX · BC capacity

Dec 3, 2003 → Jan 1, 2008
J. W. Gant & Associates, Inc.
BC capacity

Oct 5, 1990 → Aug 14, 1991

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2096611 ↗ FINRA BrokerCheck record for CRD 2096611 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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