Custodian

We selected Charles Schwab for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1970’s with a commitment to put people, planning and principles first, a culture which continues to guide the company today. 

For a detailed histroy about The Charles Schwab Corporation click the button below. 

Visit
40W222 La Fox Road
Suite F1
St. Charles, IL 60175

Call
331.901.5950

Fax
888.600.8651

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2023 First Wealth Advisory, Inc.