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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

7 registered advisors work at Charles Schwab & Co., Inc. in Fresno, out of 5,937 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Fresno, 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 780Lone Tree, CO 469Phoenix, AZ 424Orlando, FL 214Omaha, NE 209Austin, TX 203Indianapolis, IN 158New York City, NY 92Chicago, IL 86San Francisco, CA 70Richfield, OH 68St Louis, MO 59Scottsdale, AZ 43San Diego, CA 41Los Angeles, CA 40

Other firms in Fresno

All Fresno advisors →

LPL Financial LLC 79Wells Fargo Clearing Services, LLC 55Morgan Stanley 31Ameriprise Financial Services, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Wells Fargo Advisors Financial Network, LLC 14Commonwealth Financial Network 12Principal Securities, Inc. 11Eagle Strategies LLC 10Osaic Wealth, Inc. 10Perennial Financial Services 10RBC Capital Markets, LLC 10

Questions

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

7 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 13 in Fresno by registered advisors; LPL Financial LLC has the most, with 79.

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

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.