Kyle Alexander Holmes

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

• 02/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2018 → 12/2019
  Brigham Young University-Idaho
  Rexburg, ID
• 04/2018 → 09/2018
  Brigham Young University-Idaho
  Rexburg, ID
• 08/2016 → 01/2018
  Sylvan Learning Center Of Temecula
  Temecula, CA
• 01/2014 → 12/2019
  Brigham Young University-Idaho
  Rexburg, ID

Exams

• S66 Uniform Combined State Law Examination
  2026-07-14
• S63 Uniform Securities Agent State Law Examination
  2020-12-11

Other Names

• Kyle A Holmes