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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in The Villages, FL

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

The short answer

5 registered advisors work at Charles Schwab & Co., Inc. in The Villages, out of 5,937 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in The Villages, 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 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 The Villages

All The Villages advisors →

LPL Financial LLC 18Raymond James & Associates, Inc. 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Wells Fargo Clearing Services, LLC 13Edward Jones 11Strategic Advisers LLC 11Morgan Stanley 10J.P. Morgan Securities LLC 7Wells Fargo Advisors Financial Network, LLC 7Blackston Financial Advisory Group, LLC 6Brookstone Wealth Advisors, LLC 3Cambridge Investment Research Advisors, Inc. 3

Questions

How many financial advisors does Charles Schwab & Co., Inc. have in The Villages?

5 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in The Villages, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Charles Schwab & Co., Inc. one of the largest advisor employers in The Villages?

Charles Schwab & Co., Inc. ranks number 11 in The Villages by registered advisors; LPL Financial LLC has the most, with 18.

How do I check a Charles Schwab & Co., Inc. advisor in The Villages?

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.