OPEN ON ADVISOR MAKING A PROMISE TO CAMERA.
Text that appears on screen:
Are you in the care of an independent financial advisor?
Super: Holly M. Independent Advisor Since 2015
As an independent financial advisor, my promise to you is simple…
Super: Mary L. Independent Advisor Since 2015
As a fiduciary, I promise to put your interests first, always.
Super: Terry P. Independent Advisor Since 2021
I promise that our relationship will go well beyond just investment decisions.
Super: Sam M. Independent Advisor Since 2010
It’s the intersection of your money and your life where we can make the biggest difference.
Voice Over:
Charles Schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals.
End Card – Graphics on screen:
LOGO with OWN YOUR TOMORROW tagline
Voiceover and text on screen:
Visit FindYourIndependentAdvisor.com
Text disclosure:
These advisors custody with Schwab Advisor Services™ and were not compensated for their comments. Schwab paid travel related costs.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Independent investment advisors are not owned by, affiliated with or supervised by Schwab. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for informational purposes only. Clients should evaluate an RIA based on their own particular needs.
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