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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Chapel Hill, NC

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

The short answer

7 registered advisors work at Charles Schwab & Co., Inc. in Chapel Hill, out of 5,933 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Chapel Hill, 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 Chapel Hill

All Chapel Hill advisors →

Morgan Stanley 35Wells Fargo Clearing Services, LLC 31Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Franklin Street Advisors Inc. 13LPL Financial LLC 12Hilltop Wealth Advisors, LLC 10Edward Jones 9Strategic Advisers LLC 9UBS Financial Services Inc. 8Eton Advisors 7Old Peak Finance 6Phoenix Wealth Advisors Inc. 6

Questions

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

7 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Chapel Hill, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 10 in Chapel Hill by registered advisors; Morgan Stanley has the most, with 35.

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

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.