Client Service Specialist
Alycia has 6+ years of experience in the Finance Industry. She began as a Non-Acat Transfers Administrator at Charles Schwab in 2014. After earning her Series 7, 63, 9 & 10, she became a Senior Specialist on the Schwab Advisor Services New Accounts Team. In 2017, she began working at TD Ameritrade as an Institutional Relationship Manager. In 2018, she joined the TD Ameritrade Institutional Trade Desk as a Trading Specialist. She recently moved from San Diego, CA to Lafayette, LA with her Army husband and four (LARGE) dogs! She is so excited to join our team and use her variety of experience to provide excellent client service!