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Curtis J Gray

Charles Schwab & CO., Inc.

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About Curtis J Gray

Curtis Gray is an investment advisor representative at Charles Schwab & Co., Inc. Curtis Gray has been in the securities industry since 2006. Curtis Gray is registered with the state of Utah and the Financial Industry Regulatory Authority (FINRA). Curtis Gray holds the Series 6, Series 7, Series 63, and Series 65 licenses. Curtis Gray is also a Certified Financial Planner (CFP). Curtis Gray has experience with various investment services, including financial planning and selection of other advisors. Curtis Gray has been with Charles Schwab & Co., Inc. since 2015. Curtis Gray previously worked for American Century Investment Services Inc. and First Command Financial Planning, Inc.

Firm Information

Curtis Gray is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Curtis Gray’s Registration & Firm History

UT

01/28/2020 - Present

Charles Schwab & CO., Inc. (Cottonwood Heights UT)

MO

07/25/2008 - 09/07/2015

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

10/03/2006 - 06/04/2008

FIRST COMMAND FINANCIAL PLANNING, INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 11/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/02/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Curtis J Gray.
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