Robert Frost (CRD# 5416337) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 16 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Westlake, TX | Feb 2024 - Current | < 1 |
| Charles Schwab & Company, Inc. | Westlake, TX | Jul 2016 - Current | 7 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Oct 2014 - Apr 2016 | 1 |
| Bbva Wealth Solutions Inc. | Keller, TX | Sep 2014 - Apr 2016 | 1 |
| Bbva Securities Inc. | Keller, TX | Aug 2014 - Apr 2016 | 1 |
| Compass Bank | Birmingham, AL | Aug 2014 - Apr 2016 | 1 |
| Unemployed | Fort Worth, TX | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
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- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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