Advisor at Schwab Wealth Advisory
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Firm
Schwab Wealth Advisory
Location
San Diego, CA 92130
Credentials
Series 63, Series 66
Industry experience
27 years
Derek Anthony is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2003. Outside of his advisory work, he owns a rental property in San Diego. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, offering financial planning, trade execution, and custody services. The firm’s recommendations are based on Schwab’s asset-allocation models, risk frameworks, and proprietary research tools, supporting a range of investment options without exercising discretionary control over client accounts.
Based on Schwab Wealth Advisory
Account minimum: $500,000
11988 El Camino Real, Suite 550
San Diego, CA 92130
California
Schwab Wealth Advisory
2026 - Present (1 year)
Charles schwab Bank
2005 - 2026 (21 years)
Charles Schwab
2003 - Present (23 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
Series 63, Series 65
Rancho Santa Fe, CA
Leedom Asset Management, Inc.
Series 65
Poway, CA
Engineering Financial Independence, Inc.
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