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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Rockford, IL

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

The short answer

4 registered advisors work at Charles Schwab & Co., Inc. in Rockford, out of 5,933 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Rockford, 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 Rockford

All Rockford advisors →

Savant Wealth Management 200Choreo, LLC 76Ameriprise Financial Services, LLC 19Edward Jones 18Wells Fargo Clearing Services, LLC 14LPL Financial LLC 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Cambridge Investment Research Advisors, Inc. 8Morgan Stanley 8Osaic Wealth, Inc. 8Robert W. Baird & Co. Incorporated 8Harbour Investments, Inc. 7

Questions

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

4 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Rockford, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 17 in Rockford by registered advisors; Savant Wealth Management has the most, with 200.

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

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.