Kenzie Conway (CRD# 3003934) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Webster, TX and has over 26 years of experience in the finance industry. Kenzie Conway 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.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Webster, TX | Oct 2018 - Current | 5 |
| Charles Schwab Bank Ssb | Webster, TX | Oct 2018 - Current | 5 |
| Unemployed | Dickinson, TX | Aug 2018 - Oct 2018 | < 1 |
| Lpl Financial LLC | Houston, TX | Feb 2018 - Aug 2018 | < 1 |
| Amegy Bank (zb, Na Affiliation) | Houston, TX | Feb 2018 - Aug 2018 | < 1 |
| Unemployed | Dickinson, TX | Nov 2017 - Feb 2018 | < 1 |
| Capital Advisors, Inc. | Tulsa, OK | Nov 2014 - Oct 2017 | 2 |
| Unemployed | La Marque, TX | Jul 2014 - Nov 2014 | < 1 |
| South Texas Money Management, Ltd. | San Antonio, TX | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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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