Kevin Parkhill, CFP®, CWS®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-673-7959

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2017-2020
  • Wealth Adviser, USAA, 2015-2017
  • Account Executive, Fidelity Investments, 2008-2014
  • Investment Represenative, Fidelity Investments, 2001-2008
  • Financial Adviser, American Express, 2000-2000

Education

  • BA, University of Oklahoma

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