Schwab contact

2wealfth Man

Joined: Jan 24, 2001

Posts: 12,808

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1:39p, 9/16/22

AG

looking at moving a sizable portion of the family portfolio to Schwab. I have accounts there but have never really established a relationship with an advisor. I probably need to some "inside" help to make sure this all goes smoothly. Dallas/Ft Worth or College Station would be ideal.

Stringfellow Hawke

Joined: Jul 23, 2012

Posts: 7,508

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9:47a, 9/19/22

AG

Not Schwab but in woodlands.

https://www.linkedin.com/in/reden-canlas-cfp%C2%AE-crpc%C2%AE-444a353

Maroonedinaustin

Joined: Oct 12, 2007

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4:52p, 9/21/22

AG

I have a contact in the N. Austin area. Let me know if you'd like his contact info.

Adam.dubya

Joined: Aug 17, 2022

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12:06a, 9/22/22

I have a friend who is with Schwab in the DFW area.
Let me know if you want his contact info
Msg me for his info

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