Theodore SteinkampCRD Number: 3026069
Current Firm: Charles Schwab & Company, Inc.
Theodore Steinkamp (CRD# 3026069) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Atlanta, GA and has over 19 years of experience in the finance industry. Theodore Steinkamp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Pensionmark Financial Group LLC||Santa Barbara, CA||Jun 2016 - Current||1|
|Charles Schwab & Company, Inc.||Atlanta, GA||Feb 2016 - Current||2|
|Charles Schwab Bank||Atlanta, GA||Feb 2016 - Current||2|
|Independent Financial Partners||Atlanta, GA||Nov 2010 - Jan 2016||5|
|Lpl Financial LLC||Atlanta, GA||Nov 2010 - Dec 2015||5|
|Nrp Financial, Inc.||Bryan, OH||Apr 2010 - Nov 2010||< 1|
|Nrp Advisors, Inc.||Bryan, OH||Apr 2010 - Nov 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Atlanta, GA||Mar 1998 - Apr 2010||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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