Robert Coffin, financial advisor Richfield OH
90 score

Robert Coffin

CRD Number: 6060592
Current Firm: Charles Schwab & Company, Inc.

Robert Coffin (CRD# 6060592) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Richfield, OH Feb 2015 - Current 1
Real Estate/property Management Marshallville, OH Jan 2008 - Current 8
Key Investment Services Brooklyn, OH May 2014 - Feb 2015 < 1
Axa Advisors New York, NY May 2013 - Jan 2014 < 1
Bc Remodeling Marshallville, OH Sep 1998 - Jun 2013 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Robert P. Coffin
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OH
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
90
Clean Record
This advisor has a clean track record with regulators.

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