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Robert Thomas Hinkel

Charles Schwab & CO., Inc.

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About Robert Thomas Hinkel

Robert Thomas Hinkel is a financial advisor with over 15 years of experience in the financial services industry. Robert is currently registered with Charles Schwab & CO., Inc. and has held previous roles at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY BROKERAGE SERVICES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and EDWARD JONES. Robert has a strong background in providing financial planning, investment management and selection of other advisors.

Firm Information

Robert Hinkel 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 Hinkel’s Registration & Firm History

VA

11/08/2019 - Present

Charles Schwab & CO., Inc. (Glen Allen VA)

VA

05/04/2016 - 07/19/2018

CHARLES SCHWAB & CO., INC. (Richmond VA)

FL

10/01/2014 - 04/06/2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PONTE VEDRA BEACH FL)

FL

10/01/2007 - 08/15/2014

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

NC

02/01/2007 - 05/17/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)

NC

10/11/2005 - 09/05/2006

EDWARD JONES (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 08/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2005

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 Thomas Hinkel.
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