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Charles R
Series 65
Dallas, GA
Schwab Wealth Advisory
Charles Reeves is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and experience spanning several roles since 2014, including positions at USAA Trust Services and Charles Schwab & Co., Inc. He is based in Dallas, GA, and began his current role in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation guidance and investment selection using Charles Schwab’s proprietary models and research tools, with a focus on annual reviews and recommendations tailored to client goals and risk tolerance.
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