Mark Kenneth Dickens
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Mark Kenneth Dickens? Claim your profile
Contact this firm
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, SsbSep 2025 to now
- Charles Schwab & Co., Inc.Apr 2023 to now
- Kestra Advisory Services LLCJun 2022 to Mar 2023
- Kestra Investment Services LLCJun 2022 to Mar 2023
- Swbc Investment Advisory ServicesJan 2012 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2023
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
- 5540046
- Firm CRD
- 5393