Roxana Farrar
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.
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.
Location
Jefferson, GA
Credentials
Series 66
Industry experience
15 years
Roxana Farrar is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at Morgan Stanley and Ameriprise Financial Services. She is co-owner of a family restaurant business with her husband, though she has no active role in its operations. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth management services to clients enrolled in its managed account programs, leveraging Schwab’s proprietary asset-allocation models and research tools. The firm serves Schwab brokerage clients meeting eligibility requirements and operates within the broader Charles Schwab Corporation ecosystem.
Based on Schwab Wealth Advisory
Based on Schwab Wealth Advisory
Schwab receives commission-based compensation from mutual funds, ETFs, annuities, insurance products, and alternative investments held in accounts; SWAI Representatives do not receive additional compensation based on product recommendations.
Account minimum: $500,000
Jefferson, GA
Georgia
Schwab Wealth Advisory, Inc
2025 - Present (1 year)
Charles Schwab
2025 - Present (1 year)
Morgan Stanley
2021 - 2025 (4 years)
Ameriprise Financial Services, Inc.
2007 - 2021 (14 years)
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Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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