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Charles Schwab & Co., Inc. financial advisors in Alpharetta, GA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Alpharetta, A to Z.
The short answer
15 registered advisors work at Charles Schwab & Co., Inc. in Alpharetta, out of 5,933 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 15 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Alpharetta, A to Z
Every Charles Schwab & Co., Inc. advisor →- Abigail E. AdelekeAlso a broker rep
- Thomas ArundaleAlso a broker rep
- Arturo A. AvilesAlso a broker rep
- Sarah B. GloverAlso a broker rep
- Paul W. Kidder IIIAlso a broker rep
- Kyle C. LacivitaAlso a broker rep
- Katelyn LeeAlso a broker rep
- Stephen J. MarcopulosAlso a broker rep
- Steven J. MarcuAlso a broker rep
- Joseph T. MontgomeryAlso a broker rep
- Payton D. MurphyAlso a broker rep
- Matthew B. SimmonsCertified Financial Planner · Also a broker rep
- Nathan C. SmithAlso a broker rep
- William D. WellsAlso a broker rep
- Lilian J. WittwerAlso 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 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 Alpharetta
All Alpharetta advisors →Morgan Stanley 283Merit Financial Advisors 121Merrill Lynch, Pierce, Fenner & Smith Incorporated 86Wells Fargo Clearing Services, LLC 30Transamerica Financial Advisors, LLC 28LPL Financial LLC 27Ameriprise Financial Services, LLC 26Gibbs Wealth Management, LLC 26Raymond James & Associates, Inc. 24Truist Advisory Services, Inc. 22Strategic Advisers LLC 21Wells Fargo Advisors Financial Network, LLC 17
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Alpharetta?
15 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 1 list the CFP designation and 15 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Alpharetta?
Charles Schwab & Co., Inc. ranks number 14 in Alpharetta by registered advisors; Morgan Stanley has the most, with 283.
How do I check a Charles Schwab & Co., Inc. advisor in Alpharetta?
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.