Unclaimed
Kevin Lee Reynolds is a registered representative of Charles Schwab & CO., Inc. Kevin has been in the industry since 04/2022. Kevin holds the Series 66 (Uniform Combined State Law Examination) and the Series 63 (Uniform Securities Agent State Law Examination) licenses. Kevin is registered with the state of Texas. Kevin is located at 3000 Schwab Way, Westlake, TX 76262. Kevin's firm, Charles Schwab & CO., Inc., has more than $50 billion in assets under management and 919128 clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
02/17/2025 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
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