Kimberly Michelle Davis
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Feb 2025 to now
- J.P. Morgan Securities LLCJul 2021 to Feb 2025
- Cole-laborateAug 2020 to Mar 2021
- TD Ameritrade Investment Management, LLCMar 2013 to Dec 2019
- 24 Hour FitnessMar 2013 to May 2019
- TD Ameritrade Financial Services CoFeb 2013 to Jun 2021
- TD Ameritrade, IncFeb 2013 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
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
- 5753703
- Firm CRD
- 5393