Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Sacramento, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Sacramento, A to Z.
The short answer
19 registered advisors work at Charles Schwab & Co., Inc. in Sacramento, out of 5,933 at the firm nationwide; it ranks number 8 in the city by advisors. 4 list the CFP designation and 19 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Sacramento, A to Z
Every Charles Schwab & Co., Inc. advisor →- George P. BarronAlso a broker rep
- Mark E. BergdorfAlso a broker rep
- Mayra H. CastroAlso a broker rep
- Issac CoteAlso a broker rep
- Todd P. ElizaldeCertified Financial Planner · Also a broker rep
- Kurt J. HoffmannAlso a broker rep
- Tyler J. KenistonCertified Financial Planner · Also a broker rep
- Paul J. LacosteAlso a broker rep
- Dylan MichellAlso a broker rep
- John NordstromCertified Financial Planner · Also a broker rep
- Amanda L. PicardAlso a broker rep
- Daryl H. PowellCertified Financial Planner · Also a broker rep
- Sylvia M. RegaladoAlso a broker rep
- Eric J. SasadeuszAlso a broker rep
- Samuel C. ShermanAlso a broker rep
- Michael StanleyAlso a broker rep
- Karen A. VickAlso a broker rep
- Jessica D. WertzAlso a broker rep
- Alex G. WordenAlso 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 Sacramento
All Sacramento advisors →Wells Fargo Clearing Services, LLC 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Allworth Financial, L.P. 44LPL Financial LLC 43Morgan Stanley 40Strategic Advisers LLC 35Osaic Wealth, Inc. 27Captrust 17Ameriprise Financial Services, LLC 14Edward Jones 14UBS Financial Services Inc. 13J.P. Morgan Securities LLC 12
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Sacramento?
19 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Sacramento, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 4 list the CFP designation and 19 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Sacramento?
Charles Schwab & Co., Inc. ranks number 8 in Sacramento by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 51.
How do I check a Charles Schwab & Co., Inc. advisor in Sacramento?
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.