Raphael Shaw mcclure Robert
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
12 years in the industry.
- Charles Schwab & Co., Inc.Oct 2018 to now
- Fidelity InvestmentsSep 2018 to Sep 2018
- UnemployedJul 2018 to Aug 2018
- Crown Capital ManagementMay 2017 to Aug 2017
- Superior SeafoodDec 2016 to Jan 2017
- University of San FranciscoAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7033119
- Firm CRD
- 5393