Greg Joseph Kyles

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

• 01/2015 → 09/2017
  Broker Dealer Dealer Financial Services Corp.
  West Des Moines, IA
• 09/2017 → 12/2022
  Td Ameritrade, Inc.
  Oakbrook, IL
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Oak Brook, IL
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Oak Brook, IL

Previous Registrations

• 2017-10-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Oak Brook, IL
  Oak Brook, IL
• 2017-10-11 → 2022-10-14
  Td Ameritrade, Inc.
  Oak Brook, IL
• 2015-01-28 → 2017-09-15
  Investment Advisors Corp
  Westmont, IL
• 2012-05-29 → 2014-07-21
  Raymond James & Associates, Inc.
  Loves Park, IL
• 2009-10-06 → 2011-02-02
  Edward Jones
  St Louis, MO
• 2005-10-19 → 2008-11-04
  Guggenheim Investments
  Chicago, IL
  Lisle, IL
• 2005-03-09 → 2005-10-17
  Van Kampen Advisors Inc
  Oakbrook Terrace, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-02
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Other Names

• Gregory J Kyles
• Greg Kyles
• Gregory Joseph Kyles