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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Fort Mitchell, KY

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

The short answer

4 registered advisors work at Charles Schwab & Co., Inc. in Fort Mitchell, out of 5,937 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Fort Mitchell, 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 Fort Mitchell

All Fort Mitchell advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Strategic Advisers LLC 5Edward Jones 4Osaic Wealth, Inc. 4Valmark Advisers, Inc. 4

Questions

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

4 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Fort Mitchell, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 3 in Fort Mitchell by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 11.

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

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.