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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Colorado Springs, CO

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

The short answer

11 registered advisors work at Charles Schwab & Co., Inc. in Colorado Springs, out of 5,933 at the firm nationwide; it ranks number 19 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Colorado Springs, 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 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 Colorado Springs

All Colorado Springs advisors →

T. Rowe Price Advisory Services, Inc. 173Edward Jones 48LPL Financial LLC 48Strategic Advisers LLC 34Raymond James Financial Services Advisors, Inc. 33T. Rowe Price Associates, Inc. 33Morgan Stanley 31Summit Wealth Group 26Cetera Investment Advisers LLC 25J.P. Morgan Securities LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Raymond James & Associates, Inc. 18

Questions

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

11 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Colorado Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 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 Colorado Springs?

Charles Schwab & Co., Inc. ranks number 19 in Colorado Springs by registered advisors; T. Rowe Price Advisory Services, Inc. has the most, with 173.

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

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.