Robert Hopkins
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$0Firm assets
Are you Robert Hopkins? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co., Inc.Dec 2024 to now
- Northwestern Mutual Investment Services LLCJan 2023 to Dec 2024
- Northwestern Mutual Life Insurance CompanyNov 2022 to Dec 2024
- Brighthouse Financial, LLCAug 2018 to Oct 2022
- Allstate Life Insurance CoMar 2017 to Aug 2018
- Metlife Investors Dist CoJan 2016 to Feb 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 2411344
- Firm CRD
- 159035