Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in La Jolla, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in La Jolla, A to Z.
The short answer
16 registered advisors work at Charles Schwab & Co., Inc. in La Jolla, out of 5,933 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 16 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in La Jolla, A to Z
Every Charles Schwab & Co., Inc. advisor →- Kyle X. CampaAlso a broker rep
- Estela Maria Carvalho AlmeidaAlso a broker rep
- Colton W. ChapinAlso a broker rep
- Jack S. ConwayAlso a broker rep
- Tais De RadaAlso a broker rep
- Andre C. FreedCertified Financial Planner · Also a broker rep
- William N. GastonAlso a broker rep
- Megan A. GunnAlso a broker rep
- Mark C. HuhnAlso a broker rep
- John S. JohnsonAlso a broker rep
- Karlee D. JohnsonAlso a broker rep
- Alvaro Macias-GonzalezAlso a broker rep
- Lesandro R. MenaAlso a broker rep
- Douglas P. RobinsonAlso a broker rep
- Kasey J. ShenAlso a broker rep
- David M. WillseyCertified Financial Planner · Also 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 La Jolla
All La Jolla advisors →Morgan Stanley 67Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Alphacore Capital LLC 43Wells Fargo Clearing Services, LLC 40UBS Financial Services Inc. 36LPL Financial LLC 25Brandes Investment Partners, LP 14Osaic Wealth, Inc. 11Integrated Wealth Concepts LLC 10J.P. Morgan Securities LLC 9Wells Fargo Advisors Financial Network, LLC 9Private Portfolio, Inc. 8
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in La Jolla?
16 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in La Jolla, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 2 list the CFP designation and 16 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in La Jolla?
Charles Schwab & Co., Inc. ranks number 7 in La Jolla by registered advisors; Morgan Stanley has the most, with 67.
How do I check a Charles Schwab & Co., Inc. advisor in La Jolla?
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.