Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Newport Beach, A to Z.
The short answer
39 registered advisors work at Charles Schwab & Co., Inc. in Newport Beach, out of 5,937 at the firm nationwide; it ranks number 10 in the city by advisors. 6 list the CFP designation and 39 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Newport Beach, A to Z
Every Charles Schwab & Co., Inc. advisor →- Alexander BiestekAlso a broker rep
- Phoebe ChaoCertified Financial Planner · Also a broker rep
- Andrea CollinsAlso a broker rep
- Nathan DelgadoAlso a broker rep
- Richard F. DunnAlso a broker rep
- Samantha GarciaAlso a broker rep
- James P. HelselCertified Financial Planner · Also a broker rep
- Adam HessAlso a broker rep
- Courtney M. ImaAlso a broker rep
- Fatama A. KhanAlso a broker rep
- Scott R. LeeAlso a broker rep
- Thea R. LewisCertified Financial Planner · Also a broker rep
- Neilson LicosAlso a broker rep
- Xun LiuAlso a broker rep
- Caleb N. LodgeAlso a broker rep
- Shane LunneborgAlso a broker rep
- Yanai MaconAlso a broker rep
- John ManaliliAlso a broker rep
- Tenaya MorandaAlso a broker rep
- Timothy D. MosleyAlso a broker rep
- Aisha NaviwalaAlso a broker rep
- Koral A. NewmanAlso a broker rep
- Bryan H. PepperAlso a broker rep
- Elizabeth RizzaAlso a broker rep
- Randy D. SchechterAlso a broker rep
- Garland O. Sharp IIIAlso a broker rep
- Chad E. ShultzAlso a broker rep
- Olivia M. SmithAlso a broker rep
- Stephen M. SmithCertified Financial Planner · Also a broker rep
- Mark StangaAlso a broker rep
- Jeffrey A. StubbertCertified Financial Planner · Also a broker rep
- Bryan A. UwaechiaAlso a broker rep
- Camila VeronAlso a broker rep
- Michael J. VillanuevaAlso a broker rep
- Karlee F. WestAlso a broker rep
- Trevor R. WilliamsAlso a broker rep
- Catherine J. WilsonAlso a broker rep
- Brian D. WoodAlso a broker rep
- Adam F. ZedanCertified 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 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 Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38MML Investors Services, LLC 33
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Newport Beach?
39 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 6 list the CFP designation and 39 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Newport Beach?
Charles Schwab & Co., Inc. ranks number 10 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Charles Schwab & Co., Inc. advisor in Newport Beach?
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.