Kevin Krestan, financial advisor Phoenix AZ
96 score

Kevin Krestan

CRD Number: 1052040
Current Firm: Charles Schwab & Company, Inc.

Kevin Krestan (CRD# 1052040) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 33 years of experience in the finance industry. Kevin Krestan 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.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Jan 2012 - Current 4
Arizona Christian University Phoenix, AZ Nov 2015 - Jan 2016 < 1
Arizona Christian University Phoenix, AZ Sep 2015 - Oct 2015 < 1
Arizona Christian University Phoenix, AZ Jan 2015 - Mar 2015 < 1
Arizona Christian University Phoenix, AZ Oct 2014 - Dec 2014 < 1
Arizona Christian University Phoenix, AZ Mar 2014 - May 2014 < 1
Arizona Christian University Phoenix, AZ Jan 2011 - Oct 2013 2
Unemployed Glendale, AZ Aug 2011 - Jan 2012 < 1
Morgan Stanley Smith Barney Scottsdale, AZ Nov 2009 - Aug 2011 1
Harris Investor Services, Inc. Phoenix, AZ Dec 2005 - Sep 2009 3
Harris Bank Scottsdale, AZ Aug 2003 - Sep 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Kevin A. Krestan
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
96
Clean Record
This advisor has a clean track record with regulators.

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