Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Birmingham, MI
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Birmingham, A to Z.
The short answer
7 registered advisors work at Charles Schwab & Co., Inc. in Birmingham, out of 5,937 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Birmingham, A to Z
Every Charles Schwab & Co., Inc. advisor →- Laura HerfyAlso a broker rep
- Rachel A. IrwinAlso a broker rep
- Jack M. KlokaAlso a broker rep
- Eric MunroAlso a broker rep
- Armin NiksimaeeAlso a broker rep
- Randall R. RussoAlso a broker rep
- Michael J. WatsonAlso 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 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 Birmingham
All Birmingham advisors →UBS Financial Services Inc. 106Morgan Stanley 70Raymond James & Associates, Inc. 53J.P. Morgan Securities LLC 47Oppenheimer & Co. Inc. 21Wells Fargo Clearing Services, LLC 21Robert W. Baird & Co. Incorporated 19Corient 8Seizert Capital Partners 8Arax Advisory Partners 7Raymond James Financial Services Advisors, Inc. 7Rockefeller Financial LLC 6
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Birmingham?
7 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Birmingham, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Birmingham?
Charles Schwab & Co., Inc. ranks number 12 in Birmingham by registered advisors; UBS Financial Services Inc. has the most, with 106.
How do I check a Charles Schwab & Co., Inc. advisor in Birmingham?
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.