Philip Arthur Kendall

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

• 10/2009 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 10/2009 → Present
  Charles Schwab Bank
  Austin, TX

Previous Registrations

• 2009-04-24 → 2009-10-29
  Colonial Asset Management Inc
  Dallas, TX
  Montgomery, AL
• 2008-06-23 → 2009-02-25
  Strategic Advisers Llc
  Westlake, TX
• 2001-07-23 → 2005-11-07
  Strategic Advisers Llc
  Dallas, TX

Other Businesses

1) CFA DFW SOCIETY|Investment Related:No|12900 Preston Rd, Dallas, TX 75240;Dallas;TX;75240;USA|Financial Services|Board Member|2024-06-19|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Dallas Fort Worth CFA Society - Professional Organization 2) Mosshaven Elementary Dad's Club|Investment Related:No|Education|Board Member|2023-12-04|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|No financial services or investment related responsibilities. On a board that organizes and supports local elementary school

Exams

• S66 Uniform Combined State Law Examination
  2001-06-12
• S63 Uniform Securities Agent State Law Examination
  1999-01-25

Designations

• Certified Financial Planner

Other Names

• Philip Arthur Kendall