Kayla Metcalfe (CRD# 7393338) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Alpharetta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Alpharetta, GA | Jun 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Alpharetta, GA | Jun 2021 - Current | 2 |
| Cintas Corporation | Reno, NV | Dec 2017 - Jun 2021 | 3 |
| Imbib Custom Brews | Reno, NV | Feb 2021 - Apr 2021 | < 1 |
| Willow Springs Center | 690 Edison Way, NV | Oct 2015 - Dec 2017 | 2 |
| Esi Security | Reno, NV | Aug 2014 - Oct 2015 | 1 |
| K-mart | Reno, NV | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- GA
- OR
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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