Kieran Lavery, financial advisor Austin TX

Kieran Lavery

CRD Number: 5813519
Current Firm: Charles Schwab & Company, Inc.

Kieran Lavery (CRD# 5813519) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 4 years of experience in the finance industry. Kieran Lavery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Austin, TX Aug 2021 - Current 1
Charles Schwab Bank, Ssb Austin, TX Aug 2021 - Current 1
Kestra Financial, Inc. Austin, TX Sep 2019 - Aug 2021 1
Unemployed Boston, MA Jun 2019 - Sep 2019 < 1
Ahold Delhaize Quincy, MA Feb 2019 - May 2019 < 1
Finivi, Inc. Westborough, MA Sep 2018 - Jan 2019 < 1
Invesco Houston, TX Feb 2014 - Aug 2018 4
Invesco Houston, TX Feb 2014 - Aug 2018 4
Fidelity Investments Westlake, TX Jun 2012 - Feb 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Kieran P. Lavery
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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