Francis Kirk
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.
- Arizona State Men's LacrosseSep 2025 to now
- Charles Schwab & Co., Inc.Sep 2025 to now
- UnemployedMar 2025 to Aug 2025
- Scottsdale LacrosseSep 2024 to Mar 2025
- Suny Nassau Community CollegeAug 2019 to Aug 2021
- Lacrosse UnlimitedJun 2018 to Sep 2024
- La FitnessJun 2017 to Mar 2018
- La FitnessFeb 2017 to May 2017
- Full Time EducationAug 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8114939
- Firm CRD
- 5393