Kevin Ryan, financial advisor Sunnyvale CA
90 score

Kevin Ryan

CRD Number: 5520025
Current Firm: Charles Schwab & Company, Inc.

Kevin Ryan (CRD# 5520025) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 4 years of experience in the finance industry.

Similar Advisors
William Martin, financial advisor Sunnyvale CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Similar Advisors
David Meyers, financial advisor Sunnyvale CA
David S. Meyers
CRD# 3202058
Meyers Wealth Management
Score
104
Similar Advisors
Jennifer Davis, financial advisor Sunnyvale CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Company Name Location Dates Years
Charles Schwab Bank Sunnyvale, CA Jan 2014 - Current 2
Charles Schwab & Company, Inc. Sunnyvale, CA Sep 2011 - Current 5
Romack Temp Agency Irving, TX Dec 2010 - Jun 2011 < 1
Jimmy Johns Tempe, AZ Feb 2010 - Dec 2010 < 1
Bernards Twp. Board Of Education Basking Ridge, NJ Feb 2009 - Feb 2010 1
Axa Advisors New York, NY May 2008 - Dec 2008 < 1
Fike Recreation Center Clemson, SC Jan 2008 - May 2008 < 1
Tigerpaw Productions Clemson, SC Dec 2006 - May 2008 1
Clemson University Clemson, SC Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
S63 Uniform Securities State Law Examination Dec 2011
Contact Info for Kevin J. Ryan
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

Ready to hire a financial advisor? Get competitive proposals from Kevin Ryan and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.