Kevin Cottrell, financial advisor Corte Madera CA

Kevin Cottrell

CRD Number: 1175948
Current Firm: Charles Schwab & Company, Inc.

Kevin Cottrell (CRD# 1175948) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 13 years of experience in the finance industry.

Similar Advisors
John McNertney, financial advisor Corte Madera CA
John T. McNertney
CRD# 2289402
Polaris Wealth Advisory Group
Similar Advisors
William Browne, financial advisor Corte Madera CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Corte Madera CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Company Name Location Dates Years
Td Ameritrade Corte Madera, CA May 2021 - Current 1
Unemployed Novato, CA Oct 2020 - Apr 2021 < 1
Jpmorgan Chase Bank, N.a. Mill Valley, CA Mar 2020 - Sep 2020 < 1
J.p. Morgan Securities LLC Mill Valley, CA Mar 2020 - Sep 2020 < 1
Full Compass Investment Advisors, LLC Novato, CA Oct 2019 - Mar 2020 < 1
Independent Financial Group, LLC San Rafael, CA Oct 2019 - Oct 2019 < 1
O'donnell Financial Services, LLC San Rafael, CA Oct 2019 - Oct 2019 < 1
Td Ameritrade Investment Management, LLC San Francisco, CA May 2015 - Oct 2019 4
Td Ameritrade, Inc. San Francisco, CA Apr 2015 - Oct 2019 4
Full Compass Investment Advisors, LLC Sausalito, CA Jul 2012 - Sep 2015 3
Full Compass Investment Advisors Sausalito, CA Jan 2013 - Apr 2015 2
Sra Capital Management LLC Larkspur, CA Mar 2008 - Dec 2012 4
Security Research Associates, Inc. Sausalito, CA Jan 2007 - Oct 2012 5
Security Research Associates, Inc. Saussalito, CA Dec 2006 - Sep 2012 5
Security Research Associates Sausalito, CA Dec 2006 - Sep 2012 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2008
S63 Uniform Securities State Law Examination May 2015
Contact Info for Kevin F. Cottrell
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.