Robert ClarkCRD Number: 2085892
Current Firm: Charles Schwab & Company, Inc.
Robert Clark (CRD# 2085892) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 28 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jan 1999 - Current||24|
|Schwab Private Client Investment Advisory, Inc.||Phoenix, AZ||Dec 2014 - Oct 2017||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1994|
|S65||NASAA Investment Advisors Law Examination||Jul 1994|
|S66||NASAA Uniform Combined State Law Examination||Feb 2015|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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