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Kevin Michael Furr

Charles Schwab & CO., Inc.

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About Kevin Michael Furr

Kevin Furr is a financial professional with over 8 years of experience in the financial services industry. Kevin is currently registered with Charles Schwab & Co., Inc. in both North Carolina and Illinois. Prior to joining Charles Schwab, Kevin worked at PNC INVESTMENTS and First Citizens Investor Services, Inc. in Raleigh, NC. Kevin is also a registered representative with FINRA and is a Series 66, 24, and SIE exam holder. Kevin holds a specialization in Wrap Fee Programs and Financial Planning.

Firm Information

Kevin Furr 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 Furr’s Registration & Firm History

IL

04/24/2023 - Present

Charles Schwab & CO., Inc. (Chicago IL)

NC

11/28/2018 - 04/11/2023

PNC INVESTMENTS (RALEIGH NC)

NC

03/30/2016 - 08/03/2018

FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)

NC

09/29/2014 - 03/23/2016

CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 12/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2015

Series 24 - General Securities Principal Examination

BC

Issued 08/03/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kevin Michael Furr.
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