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Robert Anthony Campione

Charles Schwab & CO., Inc.

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About Robert Anthony Campione

Robert Anthony Campione is an investment professional with over 23 years of experience in the financial services industry. Robert is currently a Registered Representative with Charles Schwab & Co., Inc. Robert has a strong background in the securities industry. Robert holds a Series 7 and Series 63 license and has passed the Securities Industry Essentials Examination. Robert has been registered with FINRA since 2000 and is currently registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Robert previously worked for TD Ameritrade, Inc. Robert is committed to providing clients with personalized financial advice and guidance.

Firm Information

Robert Campione is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Robert Campione’s Registration & Firm History

TX

07/27/2021 - Present

Charles Schwab & CO., Inc. (Westlake TX)

NJ

04/26/2000 - 12/31/2023

TD AMERITRADE, INC. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 05/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Anthony Campione.
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