PAUL DANIEL ROBERTS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2020-05-23 | present | Yes |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2020-05-24 | — |
| USAA FINANCIAL PLANNING SERVICES | 2011-06-23 | 2018-01-08 | — |
| WELLS FARGO INVESTMENTS, LLC | 2008-04-10 | 2010-07-06 | — |