David Landrum
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Landrum is an investment adviser representative with Schwab Wealth Advisory, Inc. in Winston-salem, NC, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Charles Schwab & Co., Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
7 states and territories
Florida, Georgia, Kentucky, North Carolina, South Carolina, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., IncNov 2023 – no end date reportedWinston Salem, NC
- United RentalsJun 2022 – Sep 2023Charlotte, NC
- Go HealthSep 2021 – Jun 2022Chicago, IL
- Cellular SalesDec 2020 – Jun 2021West Columbia, SC
- UnemployedSep 2023 – Nov 2023Troutman, NC
- Monroe NissanJun 2021 – Aug 2021Monroe, NC
- Lowes FoodsMar 2020 – Dec 2020Lexington, SC
- Lowes Home ImprovementSep 2018 – Aug 2019Lexington, SC
- UnemployedAug 2019 – Mar 2020Columbia, SC
- Sharpe Shooters of AugustaOct 2017 – Aug 2018Augusta, GA
- UnemployedSep 2016 – Oct 2017North Augusta, NC
- Charles Schwab Bank SSBNov 2023 – Apr 2026Winston- salem, NC
- Schwab Wealth Advisory, IncApr 2026 – no end date reportedWinstom-Salem, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Winston Salem, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Landrum has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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