Keisha Hall

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

• 01/2023 → 04/2023
  Comcast
  Fishers, IN
• 10/2020 → 06/2022
  Carvana
  Tempe, AZ
• 02/2013 → 09/2020
  Cracker Barrel
  Crawfordsville, IN
• 05/2022 → 01/2023
  Maximize Your Lifestyle Llc
  Tampa, FL
• 03/2023 → 06/2024
  Alight Solutions
  Lincolnshire, IL
• 06/2024 → 03/2025
  Charles Schwab & Co., Inc
  Fishers, IN
• 03/2025 → 06/2025
  Key Investment Services, Llc
  Brooklyn, OH
• 03/2025 → 06/2025
  Keybank
  Carmel, IN
• 03/2023 → 06/2024
  Alight Solutions
  Lincolnshire, IL
• 06/2025 → Present
  Charles Schwab & Co.
  Carmel, IN
• 05/2025 → Present
  Charles Schwab Bank
  Carmel, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-25
• S63 Uniform Securities Agent State Law Examination
  2024-10-24