Andrew Campbell, financial advisor Westlake TX

Andrew Campbell

CRD Number: 5976630
Current Firm: Charles Schwab & Company, Inc.

Andrew Campbell (CRD# 5976630) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 12 years of experience in the finance industry. Andrew Campbell 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.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Bank, Ssb Westlake, TX Jan 2021 - Current 3
Charles Schwab & Company, Inc. Westlake, TX Oct 2014 - Current 9
Schwab Private Client Investment Advisory, Inc. Indianapolis, IN Jan 2017 - Jan 2021 4
Charles Schwab Bank Grand Rapids, MI Oct 2014 - Jan 2017 2
Pnc Investments Pittsburgh, PA Aug 2013 - Oct 2014 1
Pnc Bank Louisville, KY Aug 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew T. Campbell
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, 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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