Benjamin Harbaugh

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → Present
  Charles Schwab & Co., Inc.
  Tyson's Corner, VI
• 05/2021 → Present
  Charles Schwab Bank, Ssb
  Tyson's Corner, VA
• 05/2019 → 04/2021
  Berkshire Hathaway Carolinas Realty
  Charlotte, NC
• 09/2017 → 04/2019
  American Logistics Company
  Tukwila, WA
• 08/2014 → 08/2017
  Liberty University
  Lynchburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-08
• S63 Uniform Securities Agent State Law Examination
  2021-10-29

Other Names

• Ben Harbaugh
• Benjamin Robert Harbaugh