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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Oklahoma City, OK

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

The short answer

7 registered advisors work at Charles Schwab & Co., Inc. in Oklahoma City, out of 5,937 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Oklahoma City, 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 Oklahoma City

All Oklahoma City advisors →

Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 32Bok Financial Securities, Inc. 30Osaic Wealth, Inc. 26LPL Financial LLC 25MML Investors Services, LLC 24Edward Jones 23Raymond James & Associates, Inc. 17Wells Fargo Clearing Services, LLC 17Cetera Investment Advisers LLC 15UBS Financial Services Inc. 15Plan Group Financial, Inc. 14

Questions

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

7 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Oklahoma City, Oklahoma, 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 Oklahoma City?

Charles Schwab & Co., Inc. ranks number 22 in Oklahoma City by registered advisors; Morgan Stanley has the most, with 43.

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

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.