Kimberlyn Dunaway, financial advisor Southlake TX
93 score

Kimberlyn Dunaway

CRD Number: 1145770
Current Firm: Charles Schwab & Company, Inc.

Kimberlyn Dunaway (CRD# 1145770) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Southlake, TX Feb 2005 - Current 11
Charles Schwab & Company, Inc. Southlake, TX Dec 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Kimberlyn K. Dunaway
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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