Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Sandy Springs, GA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Sandy Springs, A to Z.
The short answer
18 registered advisors work at Charles Schwab & Co., Inc. in Sandy Springs, out of 5,933 at the firm nationwide; it ranks number 1 in the city by advisors. 5 list the CFP designation and 18 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Sandy Springs, A to Z
Every Charles Schwab & Co., Inc. advisor →- Jason L. BoeAlso a broker rep
- John T. ChristersonAlso a broker rep
- William ClantonAlso a broker rep
- John D. Ehrhardt-PattyAlso a broker rep
- Ryan Y. FreimuthCertified Financial Planner · Also a broker rep
- Richard E. GeorgeAlso a broker rep
- Alexander GuntherCertified Financial Planner · Also a broker rep
- James G. JonesAlso a broker rep
- Garrett M. KlingerAlso a broker rep
- Andrew B. McClain IICertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Rebekah H. MichelAlso a broker rep
- Teresa R. MosherAlso a broker rep
- Eric MuriukiCertified Financial Planner · Also a broker rep
- Benjamin E. NoonanCertified Financial Planner · Also a broker rep
- David S. RosenfeldAlso a broker rep
- Aidan D. SullivanAlso a broker rep
- Ana R. Ventura TrejoAlso a broker rep
- Emma R. WolfeAlso 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 Sandy Springs
All Sandy Springs advisors →Equity Services, Inc. 14Ameriprise Financial Services, LLC 6LPL Financial LLC 6Hc Advisors LLC 5Mariner 5Centaurus Financial, Inc. 3Edward Jones 3State Farm Investment Management Corp. 3
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Sandy Springs?
18 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Sandy Springs, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 5 list the CFP designation and 18 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Sandy Springs?
Charles Schwab & Co., Inc. ranks number 1 in Sandy Springs by registered advisors, ahead of Equity Services, Inc. (14).
How do I check a Charles Schwab & Co., Inc. advisor in Sandy 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.