Kimberly A Westerfield is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-02-28 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2020-02-24 | 2024-12-06 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2012-02-21 | 2019-06-11 | — |