Kayla Burd

VP - Financial Consultant

+1 805-788-0403

Financial credentials

  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Client Relationship Specialist, Charles Schwab, 2017-2018
  • Sr. Specialist Broker, Charles Schwab, 2016-2017
  • Associate Specialist Broker, Charles Schwab, 2016-2017
  • Client Services Representative, Charles Schwab, 2015-2016

Education

  • Bachelors of Business Finance, Radford University
  • Minors: Economics, Mandarin Chinese, and International Studies

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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