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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

11 registered advisors work at Charles Schwab & Co., Inc. in Roseville, out of 5,937 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.

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

All Roseville advisors →

Wells Fargo Clearing Services, LLC 65Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Morgan Stanley 35Robert W. Baird & Co. Incorporated 34Ameriprise Financial Services, LLC 28LPL Financial LLC 27Strategic Advisers LLC 23Osaic Wealth, Inc. 21Principal Securities, Inc. 18Cetera Investment Advisers LLC 15D.A. Davidson & Co. 15Eagle Strategies LLC 15

Questions

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

11 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Roseville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 14 in Roseville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 65.

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

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.