Advisor at Schwab Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schwab Wealth Advisory
Location
Las Vegas, NV
Credentials
CFP®, Series 63, Series 66
Industry experience
32 years
David Humphrey is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He has held positions at Charles Schwab, Charles Schwab Bank, TD Ameritrade, and VALIC Financial Advisors. Based in Las Vegas, NV, Humphrey's background includes roles spanning brokerage and banking within major financial firms. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, utilizing proprietary asset-allocation models and research tools. The firm supports clients with financial planning, trade execution, and custody services as part of an integrated offering within The Charles Schwab Corporation.
Based on Schwab Wealth Advisory
Account minimum: $500,000
Las Vegas, NV
Nevada
Schwab Wealth Advisory Inc.
2025 - Present (1 year)
Charles Schwab
2021 - Present (5 years)
Charles Schwab Bank
2021 - 2025 (4 years)
TD Ameritrade
2016 - 2021 (5 years)
VALIC Financial Advisors
2015 - 2016 (1 year)
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Insurance agent
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Trust company
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Las Vegas, NV
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Series 65
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Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
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