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Zachary Joseph Campbell

Charles Schwab & CO., Inc.

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About Zachary Joseph Campbell

Zachary Joseph Campbell is a financial advisor with Charles Schwab & CO., Inc. Zachary has been working in the securities industry since November 2017. Zachary's firm manages more than $50 billion in assets for approximately 919,128 clients. Zachary has a Series 66, Series 7, and SIE license. Zachary is registered in 20 states. Zachary has been employed by Charles Schwab & CO., Inc. since July 2017. Zachary is also employed by Charles Schwab Bank, SSB since October 2018.

Firm Information

Zachary Campbell 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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Zachary Campbell’s Registration & Firm History

OR

01/02/2019 - Present

Charles Schwab & CO., Inc. (Portland OR)

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Licenses & Designations

BOTH

Issued 11/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2017

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 Zachary Joseph Campbell.
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