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Robert H Fitchett

Charles Schwab & CO., Inc.

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About Robert H Fitchett

Robert Fitchett is a financial professional with over 16 years of experience in the financial services industry. He has held various positions at LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. before joining Charles Schwab & CO., Inc. Robert specializes in providing financial planning and investment advice to individuals and families. He has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.

Firm Information

Robert Fitchett 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 Fitchett’s Registration & Firm History

AZ

07/31/2024 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

CA

01/28/2015 - 04/26/2017

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

04/03/2008 - 12/31/2013

LPL FINANCIAL LLC (LA JOLLA CA)

CA

07/09/2007 - 12/19/2007

AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 08/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/12/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2007

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 H Fitchett.
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