Robert Thompson, financial advisor Charlottesville VA
93 score

Robert Thompson

CRD Number: 5546837
Current Firm: Charles Schwab & Company, Inc.

Robert Thompson (CRD# 5546837) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Charlottesville, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Charlottesville, VA Aug 2011 - Current 5
Charles Schwab Bank Charlottesville, VA Aug 2011 - Current 5
Edward Jones St Louis, MO Jun 2008 - Aug 2011 3
James Madison University Harrisoburg, VA Aug 2004 - May 2008 3
Lowe's Inc. Harrisonburg, VA Feb 2007 - Dec 2007 < 1
Mast & Brunk Inc. Mt. Crawford, VA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Robert D. Thompson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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