Little Rock, AR Office

Parker Marshall is a CFP® professional affiliated with Charles Schwab, with nine years of industry experience. He has held positions at Charles Schwab since 2022, and prior to that worked at TD Ameritrade, Ameriprise Financial Services, Bankers Life, Bank of America, Merrill, and PFS Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Hardee Jerrels is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. His career includes roles at Charles Schwab Bank, Allstate Insurance Company, Securities Management & Research, and management of his own insurance business, Hardee David Jerrels Insurance, Inc. He has a background spanning both insurance and investment advisory services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Pamela Dillie is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, 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 a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Mark Floyd is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and previously was employed at Fidelity Investments from 2013 to 2017. Charles Schwab & Co., Inc. 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset investment approach supported by extensive due diligence and centralized operational capabilities.

Guillermo Garcia Vasquez is a CFP® with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Little Rock, AR. His prior experience includes roles at Wells Fargo Bank, N.A., and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Houston Franklin is a financial advisor with Charles Schwab in Little Rock, AR, holding a Series 66 designation and five years of industry experience. His prior work includes roles at TD Ameritrade, J.P. Morgan Securities, and Arvest Wealth Management. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios, written advice policies, and centralized custody and supervisory arrangements.