Cassandra Lynn Webster is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-03-11 | present | Yes |
| CHARLES SCHWAB INVESTMENT ADVISORY, INC. | 2020-12-23 | 2022-03-14 | — |
| CHARLES SCHWAB & CO., INC. | 2018-02-22 | 2020-12-22 | — |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | 2014-08-12 | 2018-03-30 | — |