Evan M Kearns

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

• 07/2015 → 05/2018
  Charles Schwab & Co., Inc.
  Garden City, NY
• 07/2015 → 05/2018
  Charles Schwab Bank
  Garden City, NY
• 05/2018 → 09/2021
  E*Trade Securities Llc
  Garden City, NY
• 05/2018 → 09/2021
  E*Trade Capital Management Llc
  Garden City, NY
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Huntington Station, NY
• 09/2021 → Present
  Charles Schwab Bank, Ssb
  Huntington Station, NY

Previous Registrations

• 2018-05-21 → 2021-09-22
  Harrisdirect Llc
  Garden City, NY
  Arlington, VA
  Garden City, NY
• 2016-05-25 → 2018-05-03
  Charles Schwab & Co., Inc.
  Boston, MA
  Hingham, MA
  Boston, MA
  Huntington Station, NY
  Garden City, NY
  Garden City, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-25
• S63 Uniform Securities Agent State Law Examination
  2015-10-29

Designations

• Certified Financial Planner

Other Names

• Evan Kearns
• Evan Michael Kearns