Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Oregon
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Oregon, by city and A to Z.
The short answer
40 registered advisors work at Charles Schwab & Co., Inc. in Oregon, out of 5,933 nationwide; it's the firm's number 25 state by advisors, and the most are in Lake Oswego (18). 8 list the CFP designation and 40 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors by city in Oregon
Every firm in Oregon →Charles Schwab & Co., Inc. advisors in Oregon, A to Z
Search by name →- Cody J. AbsalonBend · Certified Financial Planner
- Morgan R. AhrensEugene
- Walker J. AlbrechtLake Oswego
- Sebastian AraguasBeaverton
- Shalisa G. BeckLake Oswego · Certified Financial Planner
- Jason L. BurkeLake Oswego · Certified Financial Planner
- Hung S. ButzerBeaverton
- Ethan T. CabadingEugene
- Todd M. CaldwellLake Oswego · Certified Financial Planner
- Greg B. ChildsLake Oswego
- Timothy T. DavisLake Oswego
- Moira M. De VaultLake Oswego
- Antonette DehaneyLake Oswego
- Lily M. DennyEugene
- Michael D. EatonPortland
- Daniel R. GustafsonBend
- Daymon K. HalsteadBeaverton
- Winfred A. Hayes IILake Oswego
- Mayjia Y. HillLake Oswego
- Erick B. IbarraLake Oswego
- Wayne T. JanickiLake Oswego
- Dennis JohnsonEugene
- Brian P. KennedyLake Oswego
- Jack MaasLake Oswego
- Joel D. McCrayLake Oswego
- Zachary MullnixLake Oswego · Certified Financial Planner
- Jesse NehringBeaverton
- Eric J. OlsenEugene
- Denise M. PatridgePortland
- David M. PazourekBeaverton · Certified Financial Planner, Chartered Financial Consultant
- Benjamin G. PiffPortland · Certified Financial Planner
- Jeremy A. PostPortland
- Kent A. RudisillPortland
- John C. SmithSalem
- Richard A. SmithSalem
- Matthew J. StackBeaverton
- Ian K. StuartBeaverton
- Katie M. TicknerLake Oswego
- Wendy WellsLake Oswego · Certified Financial Planner
- Darrell WilcoxPortland
Charles Schwab & Co., Inc. advisors in every 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. in other states
Texas 1,242California 777Colorado 558Arizona 513Florida 478Nebraska 203Illinois 201New York 196Indiana 193New Jersey 156Ohio 146Missouri 123Washington 105Virginia 85North Carolina 79Georgia 76Massachusetts 74Pennsylvania 69Maryland 67Michigan 59Connecticut 56Minnesota 51Nevada 51Tennessee 47Wisconsin 30Utah 28Kentucky 23Kansas 21Oklahoma 20South Carolina 19New Hampshire 17Alabama 15District of Columbia 14Hawaii 14Montana 11New Mexico 9Delaware 8Louisiana 8Rhode Island 8Iowa 7Idaho 7Alaska 4Arkansas 4Mississippi 3South Dakota 3Vermont 3Wyoming 3
Questions
How many Charles Schwab & Co., Inc. financial advisors are in Oregon?
40 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 at the firm nationwide. 8 list the CFP designation and 40 are also registered as broker representatives.
Where in Oregon does Charles Schwab & Co., Inc. have the most advisors?
Lake Oswego, with 18, then Beaverton (8). Charles Schwab & Co., Inc. has advisors in 6 cities in Oregon.
How do I check a Charles Schwab & Co., Inc. advisor in Oregon?
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.