Kevin James Kirlin
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab Premier Bank, SsbAug 2026 to now
- Charles Schwab & Co., Inc.Aug 2023 to now
- Charles Schwab Bank, SsbAug 2023 to now
- Schwab Wealth Advisory, Inc.Aug 2023 to Mar 2025
- Virginia TechSep 2022 to May 2023
- North Shores Beach PatrolJun 2022 to Sep 2022
- Morgan StanleyApr 2022 to Nov 2022
- Dewey Beach PatrolJun 2021 to Sep 2021
- Rehoboth Beach PatrolJun 2020 to Sep 2020
- Full-time EducationSep 2019 to May 2023
- Edgemoor Country ClubJun 2018 to Sep 2019
- Georgetown PrepAug 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7533935
- Firm CRD
- 5393