Kevin Maas (CRD# 5283752) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 17 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cal Baseball Foundation | Lafayette, CA | Feb 2014 - Current | 10 |
| Pre-paid Legal Services, Inc. | Ada, OK | Mar 2007 - Current | 17 |
| Charles Schwab Bank Ssb | Pleasanton, CA | Feb 2007 - Current | 17 |
| Charles Schwab & Co, Inc. | Pleasanton, CA | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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