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Rita L
Series 63, Series 65
New Braunfels, TX
Charles Schwab
Rita Lind is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2006 to 2020, and has been with Charles Schwab since 2020. Outside of her advisory roles, she has managed a personal rental property business for several years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining a large client base with centralized custody and order-routing capabilities.
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Finding advisors...
221 advisors near
78130
within the area shown on the map
Out of 400,000+ nationwide