Kevin C Byrum
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Charles Schwab Bank, SsbOct 2021 to now
- Charles Schwab & Co., Inc.Jun 2020 to now
- Vigo County School Corporation Aquatic CenterJan 2019 to Jun 2020
- Terre Haute Country ClubMay 2017 to Aug 2017
- Indiana State UniversityAug 2016 to May 2020
- Indiana State University Rec CenterAug 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7265471
- Firm CRD
- 5393