Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in San Diego, A to Z.
The short answer
41 registered advisors work at Charles Schwab & Co., Inc. in San Diego, out of 5,937 at the firm nationwide; it ranks number 17 in the city by advisors. 4 list the CFP designation and 41 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in San Diego, A to Z
Every Charles Schwab & Co., Inc. advisor →- Johnny W. AguilarAlso a broker rep
- Evan AngoneAlso a broker rep
- Christopher A. BantaAlso a broker rep
- Devin BerkowitzAlso a broker rep
- Cody M. BinghamAlso a broker rep
- Armand P. BryantAlso a broker rep
- Andrew CapAlso a broker rep
- Tais De RadaAlso a broker rep
- Michael T. DonaldsonAlso a broker rep
- Edwin I. EspinalCertified Financial Planner · Also a broker rep
- John M. EyerAlso a broker rep
- Jorge E. FigueroaAlso a broker rep
- Nathan A. FoglemanAlso a broker rep
- Ryan W. FrancoAlso a broker rep
- Michael J. FreyAlso a broker rep
- Daniel FuentesAlso a broker rep
- Maria Gallardo-GowerAlso a broker rep
- Andrew J. HernandezAlso a broker rep
- Miguel A. Herrera FragaAlso a broker rep
- Stella S. HuiAlso a broker rep
- Jack R. IlerAlso a broker rep
- Kevin J. KirlinAlso a broker rep
- Tian LinAlso a broker rep
- Alvaro Macias-GonzalezAlso a broker rep
- Brian J. MancusoCertified Financial Planner · Also a broker rep
- William J. McGowanAlso a broker rep
- Micah MendilloAlso a broker rep
- Tyler MichelsCertified Financial Planner · Also a broker rep
- Steven L. MontgomeryAlso a broker rep
- Kristy M. ParkerAlso a broker rep
- Ron M. RoffAlso a broker rep
- Bradley P. SchluterAlso a broker rep
- Brady A. SuterAlso a broker rep
- Brian C. SwardCertified Financial Planner · Also a broker rep
- Stephanie E. ThompsonAlso a broker rep
- Samuel J. TroughtonAlso a broker rep
- William WildAlso a broker rep
- Derek J. WilhelmAlso a broker rep
- Aysha H. WilliamsAlso a broker rep
- Luken M. WilsonAlso a broker rep
- Kaseem D. WisdomAlso 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 43Los Angeles, CA 40Newport Beach, CA 39
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in San Diego?
41 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 4 list the CFP designation and 41 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in San Diego?
Charles Schwab & Co., Inc. ranks number 17 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Charles Schwab & Co., Inc. advisor in San Diego?
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.