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Daymon Kelsey Halstead

Charles Schwab & CO., Inc.

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About Daymon Kelsey Halstead

Daymon Kelsey Halstead is a financial advisor registered with Charles Schwab & CO., Inc. Daymon's current firm is located in Portland, OR and Daymon has been working in the financial services industry since February 2021. Daymon is also registered with the state of Oregon as an Investment Advisor Representative. Prior to working with Charles Schwab & CO., Inc., Daymon was employed by TD AMERITRADE, INC. and Equitable Advisors, LLC. Daymon has earned the Series 63, 65, and 7 licenses.

Firm Information

Daymon Halstead 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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Daymon Halstead’s Registration & Firm History

OR

03/20/2023 - Present

Charles Schwab & CO., Inc. (Portland OR)

OR

07/17/2023 - 05/19/2024

TD AMERITRADE, INC. (Portland OR)

OR

12/05/2020 - 08/27/2021

EQUITABLE ADVISORS, LLC (PORTLAND OR)

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Licenses & Designations

IA

Issued 03/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/05/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daymon Kelsey Halstead.
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