Kyle Aaron Cain

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

• 05/2025 → 11/2025
  Gartner
  Irving, TX
• 05/2024 → 11/2024
  Assured Partners (Now Gallagher)
  Plano, TX
• 08/2016 → 05/2017
  Full Time Education
  Dublin, CA
• 08/2017 → 05/2021
  Full Time Education
  Danville, CA
• 08/2021 → 05/2025
  Full Time Education
  Athens, GA
• 01/2016 → 05/2025
  Full Time Education
  Westlake, TX
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Other Businesses

1) Rapidmocks | Investment Related:No||Other|Creator|2025-08-19|20-40|0|My friend and I are working to create an AI Marketing agency. Most of our posts are through social media and we will also be engaging clients through cold calls. Creating high quality videos for brands to post as well as possibly running their social media accounts.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-22