Kingsley Choi, financial advisor Irvine CA
89 score

Kingsley Choi

CRD Number: 6275729
Current Firm: Charles Schwab & Company, Inc.

Kingsley Choi (CRD# 6275729) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irvine, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Irvine, CA Aug 2014 - Current 2
Charles Schwab Bank Irvine, CA Aug 2014 - Current 2
Morgan Stanley Irvine, CA Nov 2013 - Aug 2014 < 1
Intertrend Communications Long Beach, CA Jul 2009 - Nov 2013 4
University Of California Irvine Irvine, CA Sep 2005 - Jul 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Kingsley Y. Choi
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
  • Hourly charges
  • 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, MA, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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