Robert Webb, financial advisor Germantown TN
93 score

Robert Webb

CRD Number: 1390564
Current Firm: Charles Schwab & Company, Inc.

Robert Webb (CRD# 1390564) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Germantown, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Ridgeland, MS Sep 2005 - Current 11
Charles Schwab & Company, Inc. Ridgeland, MS Aug 2005 - Current 11
Unum Provident Memphis, TN Aug 2005 - Current 11
John Hancock Life Boston, MA Aug 2005 - Current 11
Genworth Financial Richmond, VA Aug 2005 - Current 11
Fortis Insurance Company Madison, MS Aug 2005 - Jun 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Robert D. Webb
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MS
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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