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Kevin Edward Gaylord

Charles Schwab & CO., Inc.

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About Kevin Edward Gaylord

Kevin Gaylord is a financial professional with over 20 years of experience in the industry. Kevin has a strong background in investment management and financial planning, having worked at TD Ameritrade, Inc., Scottrade, Inc., and A. G. Edwards & Sons, Inc. Kevin is currently registered with Charles Schwab & CO., Inc. and has been with the firm since 2022. Kevin provides a wide range of services to clients, including financial planning and portfolio management. Kevin is a registered representative and investment adviser representative in the state of Missouri.

Firm Information

Kevin Gaylord 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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Kevin Gaylord’s Registration & Firm History

MO

01/19/2022 - Present

Charles Schwab & CO., Inc. (Charles MO)

MO

02/26/2018 - 01/19/2022

TD AMERITRADE, INC. (ST. LOUIS MO)

MO

01/07/2004 - 02/26/2018

SCOTTRADE, INC. (ST LOUIS MO)

MO

11/28/2002 - 10/16/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

GA

09/08/1998 - 12/31/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 12/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/03/1998

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 Kevin Edward Gaylord.
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