Kaylie Ann Varner
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kaylie Ann Varner is an investment adviser representative with Charles Schwab & Co., Inc. in Walnut Creek, CA, where they have been registered since 2022. They have worked in the securities industry since 2022 and have been registered with 3 firms, including TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
7 states and territories
California, Colorado, Florida, Oregon, Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TD Ameritrade, Inc.Dec 2021 – Dec 2022Walnut Creek, CA
- Aerotek (TD Ameritrade, Inc.)Jun 2021 – Dec 2021Walnut Creek, CA
- Associated Students, Inc.Jan 2021 – May 2021San Luis Obispo, CA
- California Polytechnic State University, San Luis ObispoOct 2020 – Dec 2020San Luis Obispo, CA
- New Student & Transition ProgramsNov 2019 – Oct 2020San Luis Obispo, CA
- CEA Study AbroadAug 2019 – Nov 2019Florence
- New Student & Transition ProgramsMay 2019 – Aug 2019San Luis Obispo, CA
- California Polytechnic State University, San Luis ObispoJan 2019 – May 2019San Luis Obispo, CA
- Pacific SunwearJun 2018 – Jan 2019Brentwood, CA
- California Polytechnic State University, San Luis ObispoJun 2017 – Jun 2018San Luis Obispo, CA
- Heritage High SchoolJun 2013 – Jun 2017Brentwood, CA
- CHARLES SCHWAB and CO., INC.Dec 2022 – no end date reportedWalnut Creek, CA
- Charles Schwab Bank, SSBDec 2021 – no end date reportedWalnut Creek, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaylie Ann Varner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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