Kevin Edward Forkin
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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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
15 years in the industry.
- Charles Schwab & Co., Inc.Nov 2024 to now
- Charles Schwab Bank SsbNov 2024 to now
- Bankers Life Advisory Services, IncJan 2024 to Nov 2024
- Bankers Life Securities, IncAug 2021 to Nov 2024
- Bankers Life & Casualty, IncApr 2019 to Nov 2024
- US ArmyMay 2009 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7225799
- Firm CRD
- 5393