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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Tulsa, OK

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

11 registered advisors work at Charles Schwab & Co., Inc. in Tulsa, out of 6,283 at the firm nationwide; it ranks number 20 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Tulsa, 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 805Lone Tree, CO 515Phoenix, AZ 456Omaha, NE 224Orlando, FL 222Austin, TX 208Indianapolis, IN 175New York City, NY 92Chicago, IL 91Richfield, OH 77San Francisco, CA 75St Louis, MO 60Scottsdale, AZ 49San Diego, CA 46Denver, CO 40

Other firms in Tulsa

All Tulsa advisors →

Morgan Stanley 67Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Bok Financial Securities, Inc. 46Edward Jones 41LPL Financial LLC 38Arvest Wealth Management 28Cavanal Hill Investment Management, Inc. 25Cetera Investment Advisers LLC 25State Farm Investment Management Corp. 23Mariner 22Osaic Wealth, Inc. 20Corient 15

Questions

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

11 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 6,283 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 20 in Tulsa by registered advisors; Morgan Stanley has the most, with 67.

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

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.