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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Columbia, MD

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

The short answer

3 registered advisors work at Charles Schwab & Co., Inc. in Columbia, out of 5,937 at the firm nationwide; it ranks number 26 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

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

All Columbia advisors →

Wells Fargo Clearing Services, LLC 63Equitable Advisors, LLC 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Ameriprise Financial Services, LLC 16LPL Financial LLC 15Morgan Stanley 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 12Baltimore-Washington Financial Advisors 11Strategic Advisers LLC 11MML Investors Services, LLC 9Transamerica Financial Advisors, LLC 7

Questions

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

3 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Columbia, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 26 in Columbia by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.

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

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.