Curtis
Gray

Charles Schwab & Co., Inc

CRD#5225519
Investment Advisor
in Kansas City, MO
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About this Advisor

Curtis Gray is a certified financial planner working out of Kansas City, Missouri, with 10 years of professional experience. Gray is an employee of Charles Schwab & Co., Inc. Throughout their career, they have worked at Charles Schwab Bank, American Century Investment Services Inc and Charles Schwab & Co., Inc. Gray holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Kansas and Missouri. Charles Schwab & Co., Inc is a registered investment business that has its headquarters in Kansas City, Missouri. The investment advisory business has offices in 370 locations and a total of 14,879 advisors. Charles Schwab & Co., Inc performs a set of services, such as financial planning services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on the services offered. However, fee types billed by Charles Schwab & Co., Inc most likely include hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

700 West 47Th St Suite #110
Kansas City, MO 64112-1805

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

MO Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Curtis Gray Work History

Curtis has 10 years of experience.

2015 - Present (4 years)

Charles Schwab Bank

2015 - Present (4 years)

Charles Schwab & Co., Inc

2008 - 2015 (7 years)

American Century Investment Services Inc

Disclosures

Curtis Gray has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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