Katherine Rose Evans
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2026 to now
- Charles Schwab & Co., Inc.Jun 2026 to now
- Dunham & Associates Investment Counsel, Inc.Mar 2025 to Jun 2026
- Barton AssociatesSep 2024 to Mar 2025
- San Diego GullsSep 2023 to Jun 2024
- The PhoenicianFeb 2023 to Mar 2023
- The Salvation Army Kroc Center-san DiegoJun 2022 to Aug 2024
- Sun Devil AthleticsAug 2021 to Feb 2023
- Vineyard VinesJun 2021 to Aug 2021
- See's CandiesOct 2020 to Dec 2020
- Full Time EducationMar 2015 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 8072807
- Firm CRD
- 159035