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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Peoria, AZ

Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Peoria, A to Z.

The short answer

12 registered advisors work at Charles Schwab & Co., Inc. in Peoria, out of 5,933 at the firm nationwide; it ranks number 6 in the city by advisors. 3 list the CFP designation and 12 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Peoria, A to Z

Every Charles Schwab & Co., Inc. advisor →

Charles Schwab & Co., Inc. advisors in every city and state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Charles Schwab & Co., Inc. advisors in other cities

Westlake, TX 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88San Francisco, CA 70Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40

Other firms in Peoria

All Peoria advisors →

Strategic Advisers LLC 24LPL Financial LLC 21Morgan Stanley 16Wells Fargo Clearing Services, LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Edward Jones 12Kingdom Financial Group, LLC 10Robert W. Baird & Co. Incorporated 10Ameriprise Financial Services, LLC 9Clarus Wealth Advisors, LLC 7Foundations Investment Advisors LLC 7Osaic Wealth, Inc. 7

Questions

How many financial advisors does Charles Schwab & Co., Inc. have in Peoria?

12 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Peoria, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 3 list the CFP designation and 12 are also registered as broker representatives.

Is Charles Schwab & Co., Inc. one of the largest advisor employers in Peoria?

Charles Schwab & Co., Inc. ranks number 6 in Peoria by registered advisors; Strategic Advisers LLC has the most, with 24.

How do I check a Charles Schwab & Co., Inc. advisor in Peoria?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Charles Schwab & Co., Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.