Kristen Renee Evans
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab Bank, SsbDec 2023 to now
- Charles Schwab & Co., Inc.Sep 2022 to now
- Charles Schwab Premier Bank, SsbSep 2022 to now
- Wells Fargo Clearing Services, LLCMay 2019 to Sep 2022
- Wells Fargo Clearing Services, LLCAug 2018 to Apr 2019
- Wells Fargo Bank, NASep 2016 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7006985
- Firm CRD
- 5393