Kelly Christine Edwards
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Charles Schwab Bank, SsbDec 2023 to now
- Charles Schwab & Co., Inc.Nov 2021 to now
- Charles Schwab Premiere BankNov 2021 to now
- Charles Schwab Bank, SsbNov 2021 to Nov 2021
- Northern Trust BankMay 2021 to Oct 2021
- Northern Trust Securities, Inc,May 2021 to Oct 2021
- Wells Fargo Clearing Services, LLCMar 2018 to May 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2017
- Wells Fargo Bank NAJun 2012 to May 2021
- Wells Fargo Advisors, LLC.Jun 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4861624
- Firm CRD
- 5393