Kent Alan Rudisill

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 03/2021
  Morgan Stanley
  Portland, OR
• 01/2015 → 12/2017
  Morgan Stanley Private Bank, National Association
  Portland, OR
• 02/2023 → Present
  Charles Schwab & Co., Inc.
  Portland, OR
• 02/2023 → Present
  Charles Schwab Bank Ssb
  Portland, OR
• 03/2021 → 02/2023
  Unemployed
  Portland, OR

Previous Registrations

• 2012-09-05 → 2021-03-31
  Morgan Stanley
  Portland, OR
  Portland, OR
  San Francisco, CA
• 2012-04-04 → 2012-09-07
  Piper Jaffray Investment Management, Llc
  Portland, OR
• 2010-03-25 → 2012-04-05
  Fiduciary Asset Management Llc
  Clayton, MO

Other Businesses

1) Rental Property|Investment Related: No|1221 SW 10th Ave Unit #1307, Portland, OR, 97205, USA|Real Estate (Non-Agent/Broker)|Landlord|1/1/2007|Less than 20 hour/month - 0 during trading hours|I have 1 rental property 1221 SW 10th Ave Unit #1307, Portland, OR 97205, 2) Eliot Tower Home Owners Association (HOA)|Investment Related: No|Real Estate (Non-Agent/Broker)|Board Member, Volunteer|5/30/2024|Less than 20 hour/month - 0 during trading hours|Secretary, Finance(noninvestment or banking related) and HOA Insurance Committee member

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-12
• S63 Uniform Securities Agent State Law Examination
  1999-04-05

Other Names

• Kent Rudisill