Ann KinneCRD Number: 2983359
Current Firm: Charles Schwab & Company, Inc.
Ann Kinne (CRD# 2983359) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Charles Schwab & Company, Inc.||Phoenix, AZ||Oct 2007 - Current||10|
|Robert W. Baird||Phoenix, AZ||Apr 2007 - Oct 2007||< 1|
|Ubs Financial Services, Inc.||Scottsdale, AZ||Oct 1997 - Apr 2007||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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