Adviser and broker representative · Schwab Wealth Advisory, Inc.
Kayla L. Loren
CRD 7373884 · San Diego, CA
At a glance
Kayla L. Loren is an investment adviser representative with Schwab Wealth Advisory, Inc. in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kayla’s SEC record dates to 2024, about 2 years ago. Kayla is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Schwab Wealth Advisory, Inc.Since January 2024San Diego, CA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kayla’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Schwab Wealth Advisory, Inc.
- Derek G. AnthonySan Diego
- Scott W. BalderasSan Diego · Chartered Financial Analyst
- Katherine R. EvansSan Diego
- Shannon M. FosterSan Diego · Certified Financial Planner
- Sandra M. FranklinSan Diego
- Alberto A. GallegosSan Diego
- William A. GloerSan Diego · Certified Financial Planner
- Nathan HartmanSan Diego · Certified Financial Planner
Every advisor at Schwab Wealth Advisory, Inc. →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news, moves and payouts →Advisor Moves: who changed firms this week →