Kayla L. Loren
Professional summary
Kayla Lynn Loren, who also goes by Kayla L Hagan, Kayla Lynn Hagan, Kayla Hagan, Kayla Loren, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in San Diego, California and CHARLES SCHWAB & CO., INC. located in San Diego, California.
Kayla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kayla has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kayla Lynn Loren's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2024 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 11988 El Camino Real Suite 350, San Diego, CA 92130October 19, 2021 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 11988 El Camino Real Suite 550, San Diego, CA 92130July 25, 2022 - January 29, 2024
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 7TO
Date: 10/19/2021
General Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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