Keegan Banks
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 & Co., Inc.Jun 2023 to now
- Charles Schwab Bank, SsbJun 2023 to now
- Unemployed/extended TravelApr 2023 to Jun 2023
- Fisher InvestmentsJan 2020 to Apr 2023
- Washington Trust BankAug 2019 to Dec 2019
- Unemployed/extended TravelMay 2019 to Aug 2019
- Full Time StudentAug 2018 to May 2019
- Franklin Templeton InvestmentsMay 2018 to Aug 2018
- Full Time StudentAug 2017 to May 2018
- Oracle CorporationMay 2017 to Aug 2017
- Full Time StudentAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7782203
- Firm CRD
- 5393