Robert Harold Brown
Investment adviser representative at Charles Schwab & Co., Inc.
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Robert Harold Brown? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
37 years in the industry.
- Charles Schwab & Co., Inc.Sep 2023 to now
- N/aFeb 2022 to Sep 2023
- Independent Financial PartnersSep 2021 to Feb 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2021
- Fidelity Brokerage Services, Inc.Jan 1989 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1620805
- Firm CRD
- 5393