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Kieran Patrick Lavery

Charles Schwab & CO., Inc.

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About Kieran Patrick Lavery

Kieran Lavery is a financial advisor with Charles Schwab & CO., Inc. Kieran has been in the industry since May 1, 2019. Kieran is a Certified Financial Planner and has been registered with FINRA since September 22, 2021. Kieran is also registered with the state of Texas. Kieran's previous experience includes roles at KESTRA INVESTMENT SERVICES, LLC and INVESCO DISTRIBUTORS, INC.

Firm Information

Kieran Lavery 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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Kieran Lavery’s Registration & Firm History

TX

09/22/2021 - Present

Charles Schwab & CO., Inc. (Austin TX)

TX

09/11/2019 - 08/30/2021

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

TX

06/11/2018 - 08/24/2018

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 10/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2019

Series 24 - General Securities Principal Examination

BC

Issued 08/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kieran Patrick Lavery.
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