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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Lexington, KY

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

The short answer

8 registered advisors work at Charles Schwab & Co., Inc. in Lexington, out of 5,937 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

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

All Lexington advisors →

Robert W. Baird & Co. Incorporated 38LPL Financial LLC 37Meridian Wealth Management, LLC 35Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Keystone Financial Group, LLC 24Raymond James Financial Services Advisors, Inc. 24Edward Jones 21McF Advisors, LLC 19J.P. Morgan Securities LLC 17Raymond James & Associates, Inc. 17Morgan Stanley 16Strategic Advisers LLC 15

Questions

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

8 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Lexington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 18 in Lexington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 38.

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

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.