Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Irvine, A to Z.
The short answer
27 registered advisors work at Charles Schwab & Co., Inc. in Irvine, out of 5,933 at the firm nationwide; it ranks number 12 in the city by advisors. 5 list the CFP designation and 27 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Irvine, A to Z
Every Charles Schwab & Co., Inc. advisor →- Kristen E. AhrendAlso a broker rep
- Sydney P. AndersenAlso a broker rep
- Cameron BakerAlso a broker rep
- Timothy S. BradyAlso a broker rep
- Anny ChienAlso a broker rep
- Holly J. CisnerosAlso a broker rep
- Kyle D. FerlicAlso a broker rep
- Michael C. FordhamAlso a broker rep
- Taylor A. FreitasAlso a broker rep
- Jonathan R. HixonAlso a broker rep
- Connor T. HomrighausenAlso a broker rep
- Jay C. HuaAlso a broker rep
- Griffin E. KangAlso a broker rep
- Jake T. KennyAlso a broker rep
- Jennifer Y. LeeCertified Financial Planner · Also a broker rep
- Jimmy D. LinAlso a broker rep
- Joseph M. McCullough Jr.Also a broker rep
- Brenden PetersonAlso a broker rep
- Suraj S. PuriAlso a broker rep
- Sean T. ReevesAlso a broker rep
- Samuel E. RuizAlso a broker rep
- Birol SarigulAlso a broker rep
- Kanin SathienvantaneeCertified Financial Planner · Also a broker rep
- Rhett J. SavitchCertified Financial Planner · Also a broker rep
- Jesse C. SerraCertified Financial Planner · Also a broker rep
- Mason C. SmithCertified Financial Planner · Also a broker rep
- Tingyi WuAlso a broker rep
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 Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Park Avenue Securities LLC 26
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Irvine?
27 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 5 list the CFP designation and 27 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Irvine?
Charles Schwab & Co., Inc. ranks number 12 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Charles Schwab & Co., Inc. advisor in Irvine?
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.