Kenneth Coles, financial advisor Bridgewater NJ

Kenneth Coles

CRD Number: 2072014
Current Firm: Charles Schwab & Company, Inc.

Kenneth Coles (CRD# 2072014) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Garden City, NY Jul 2022 - Current 1
Charles Schwab & Company, Inc. Garden City, NY Jan 2022 - Current 2
Td Ameritrade, Inc. Garden City, NY Feb 2012 - Current 12
Td Ameritrade Investment Management, LLC Garden City, NY Feb 2012 - Sep 2023 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Mar 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kenneth G. Coles
Phone Number: 415-667-7000
Registered State(s):
  • NY
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, 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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