Christopher Campbell

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:

Current Employers

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-12-13

UT RA
APPROVED

Since 2024-12-13

Branch Locations

6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Fidelity Investments	American Fork	UT	06/2017	08/2024
Wells Fargo Retail	American Fork	UT	09/2016	05/2017
Charles Schwab & Co., Inc.	Cottonwood Heights	UT	10/2024	Present
Charles Schwab Bank, Ssb	Cottonwood Heights	UT	10/2024	Present

06/2017 → 08/2024

Fidelity Investments

American Fork, UT
09/2016 → 05/2017

Wells Fargo Retail

American Fork, UT
10/2024 → Present

Charles Schwab & Co., Inc.

Cottonwood Heights, UT
10/2024 → Present

Charles Schwab Bank, Ssb

Cottonwood Heights, UT

Previous Registrations

2018-09-26 → 2024-09-05

Fidelity Personal And Workplace Advisors

American Fork, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-10
S63	Uniform Securities Agent State Law Examination	2017-07-30

S66 Uniform Combined State Law Examination

2018-09-10
S63 Uniform Securities Agent State Law Examination

2017-07-30

Designations

Certified Financial Planner

Other Names

Christopher David Campbell
Chris David Campbell
Christopher D Campbell

View on SEC IAPD