Financial ADVSR advisor directory · SEC adviser records
Schwab Wealth Advisory, Inc. financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in San Diego, A to Z.
The short answer
19 registered advisors work at Schwab Wealth Advisory, Inc. in San Diego, out of 1,476 at the firm nationwide; it ranks number 29 in the city by advisors. 10 list the CFP designation and 19 are also registered broker representatives.
Schwab Wealth Advisory, Inc. advisors in San Diego, A to Z
Every Schwab Wealth Advisory, Inc. advisor →- Derek G. AnthonyAlso a broker rep
- Scott W. BalderasChartered Financial Analyst · Also a broker rep
- Katherine R. EvansAlso a broker rep
- Shannon M. FosterCertified Financial Planner · Also a broker rep
- Sandra M. FranklinAlso a broker rep
- Alberto A. GallegosAlso a broker rep
- William A. GloerCertified Financial Planner · Also a broker rep
- Nathan HartmanCertified Financial Planner · Also a broker rep
- Emmanuel A. LlandaCertified Financial Planner · Also a broker rep
- Kayla L. LorenCertified Financial Planner · Also a broker rep
- Benjamin LucasCertified Financial Planner · Also a broker rep
- Laura J. MyersAlso a broker rep
- Jeffrey L. NelsonCertified Financial Planner · Also a broker rep
- Franklin M. PortilloAlso a broker rep
- Nathanael R. PosadaCertified Financial Planner · Also a broker rep
- Patrick RuChartered Financial Analyst · Also a broker rep
- Alice RuizCertified Financial Planner · Also a broker rep
- Augustin N. WehnAlso a broker rep
- Vincent E. ZupoCertified Financial Planner · Also a broker rep
Schwab Wealth Advisory, Inc. advisors in every city and state →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →
Schwab Wealth Advisory, Inc. advisors in other cities
Phoenix, AZ 257Lone Tree, CO 204Orlando, FL 188Westlake, TX 177Indianapolis, IN 162San Francisco, CA 75Chicago, IL 31Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15Irvine, CA 15
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 Schwab Wealth Advisory, Inc. have in San Diego?
19 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 10 list the CFP designation and 19 are also registered as broker representatives.
Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in San Diego?
Schwab Wealth Advisory, Inc. ranks number 29 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Schwab Wealth Advisory, 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 Schwab Wealth Advisory, 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.