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Kim Ann Evans

Charles Schwab & CO., Inc.

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About Kim Ann Evans

Kim Ann Evans is a financial advisor with Charles Schwab & CO., Inc. Kim has been working in the financial services industry since 1995. Kim is registered to provide investment advice in Florida and is also a registered representative in California, Florida and Texas. Kim holds the Series 63, 66, 7, 8, 9, 10, and 24 licenses. Kim offers financial planning services and is also a sponsor of the Charles Schwab Wrap Fee Program. Kim is also a licensed cosmetologist. Kim is associated with the Charles Schwab & CO., Inc. branch office located in Orlando, FL.

Firm Information

Kim Evans 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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Kim Evans’s Registration & Firm History

FL

06/08/2017 - Present

Charles Schwab & CO., Inc. (Orlando FL)

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Licenses & Designations

BOTH

Issued 08/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/27/2009

Series 24 - General Securities Principal Examination

BC

Issued 12/17/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1995

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 Kim Ann Evans.
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