Robert Reese (CRD# 6768919) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade Inc. | Boise, ID | Apr 2023 - Current | 1 |
| Charles Schwab Bank, Ssb | Boise, ID | Feb 2023 - Current | 1 |
| Charles Schwab & Company, Inc. | Boise, ID | Mar 2017 - Current | 7 |
| Unemployed | Fort Worth, TX | May 2016 - Mar 2017 | < 1 |
| Netpique | Dallas, TX | Jan 2016 - May 2016 | < 1 |
| Top Job Services | Urbandale, IA | Apr 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2017 |
- ID
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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