Troy Kenyon, financial advisor Los Altos CA

Troy Kenyon

CRD Number: 6834241
Current Firm: Charles Schwab & Company, Inc.

Troy Kenyon (CRD# 6834241) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank San Mateo, CA Nov 2018 - Current 2
Charles Schwab & Company, Inc. San Mateo, CA Jul 2017 - Current 3
Arizona State University Tempe, AZ Aug 2013 - May 2017 3
Roncancio Wealth Management Phoenix, AZ Aug 2016 - Jan 2017 < 1
California Sports Design San Jose, CA May 2016 - Aug 2016 < 1
California Sports Design San Jose, CA May 2015 - Aug 2015 < 1
Bret Harte Middle School - Leland High School San Jose, CA Oct 2007 - Jul 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2018
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Troy J. Kenyon
Phone Number: 415-667-7000
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, 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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