Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Walnut Creek, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Walnut Creek, A to Z.
The short answer
24 registered advisors work at Charles Schwab & Co., Inc. in Walnut Creek, out of 5,937 at the firm nationwide; it ranks number 11 in the city by advisors. 4 list the CFP designation and 24 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Walnut Creek, A to Z
Every Charles Schwab & Co., Inc. advisor →- Logan C. ByronAlso a broker rep
- Gracey M. CatalanoAlso a broker rep
- George Y. ChangAlso a broker rep
- Wade G. CheathamCertified Financial Planner · Also a broker rep
- Ming ChenAlso a broker rep
- Stephen DavisAlso a broker rep
- Lars R. DerrAlso a broker rep
- Jacob J. FigueiraCertified Financial Planner · Also a broker rep
- Gokhan GuvencAlso a broker rep
- Charles E. KallgrenAlso a broker rep
- Douglas O. KaminskiAlso a broker rep
- Phillip J. MortensenAlso a broker rep
- Miguel O'HaraCertified Financial Planner · Also a broker rep
- Neil J. OkeeffeAlso a broker rep
- Tyler Paik-NicelyCertified Financial Planner · Also a broker rep
- Michelle PhradichithAlso a broker rep
- Jorge RochaAlso a broker rep
- Andrew Rubio MendozaAlso a broker rep
- Kimberly A. SwansonAlso a broker rep
- Jordan UrrutiaAlso a broker rep
- Kaylie A. VarnerAlso a broker rep
- Joshua A. VillaltaAlso a broker rep
- Bhriyesh V. ZaverAlso a broker rep
- Jacob ZollerAlso 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 Walnut Creek
All Walnut Creek advisors →Wells Fargo Clearing Services, LLC 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27MML Investors Services, LLC 23Wells Fargo Advisors Financial Network, LLC 23
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Walnut Creek?
24 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 4 list the CFP designation and 24 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Walnut Creek?
Charles Schwab & Co., Inc. ranks number 11 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.
How do I check a Charles Schwab & Co., Inc. advisor in Walnut Creek?
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.