Thomas KerwinCRD Number: 7073491
Current Firm: Charles Schwab & Company, Inc.
Thomas Kerwin (CRD# 7073491) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dallas, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Td Ameritrade||Southlake, TX||Feb 2019 - Current||3|
|Uptown Tan Inc.||Dallas, TX||Jun 2018 - Feb 2019||< 1|
|Parol Group Inc.||Dallas, TX||Jan 2013 - Jun 2018||5|
|Parol Group Inc.||Plano, TX||Jan 2009 - Jan 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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, 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, WY
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