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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Folsom, CA

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

The short answer

4 registered advisors work at Charles Schwab & Co., Inc. in Folsom, out of 5,933 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Folsom, 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 Folsom

All Folsom advisors →

Allworth Financial, L.P. 110Edward Jones 18Morgan Stanley 18Strategic Advisers LLC 18Equitable Advisors, LLC 17LPL Financial LLC 16Ameritas Advisory Services, LLC 15Captrust 7Planned Solutions, Inc. 7Osaic Wealth, Inc. 6Commonwealth Financial Network 4J.P. Morgan Securities LLC 4

Questions

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

4 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Folsom, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 10 in Folsom by registered advisors; Allworth Financial, L.P. has the most, with 110.

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

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.