Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Lake Oswego, OR
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Lake Oswego, A to Z.
The short answer
18 registered advisors work at Charles Schwab & Co., Inc. in Lake Oswego, out of 5,937 at the firm nationwide; it ranks number 8 in the city by advisors. 5 list the CFP designation and 18 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Lake Oswego, A to Z
Every Charles Schwab & Co., Inc. advisor →- Walker J. AlbrechtAlso a broker rep
- Shalisa G. BeckCertified Financial Planner · Also a broker rep
- Jason L. BurkeCertified Financial Planner · Also a broker rep
- Todd M. CaldwellCertified Financial Planner · Also a broker rep
- Greg B. ChildsAlso a broker rep
- Timothy T. DavisAlso a broker rep
- Moira M. De VaultAlso a broker rep
- Antonette DehaneyAlso a broker rep
- Winfred A. Hayes IIAlso a broker rep
- Mayjia Y. HillAlso a broker rep
- Erick B. IbarraAlso a broker rep
- Wayne T. JanickiAlso a broker rep
- Brian P. KennedyAlso a broker rep
- Jack MaasAlso a broker rep
- Joel D. McCrayAlso a broker rep
- Zachary MullnixCertified Financial Planner · Also a broker rep
- Katie M. TicknerAlso a broker rep
- Wendy WellsCertified Financial Planner · Also 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 Lake Oswego
All Lake Oswego advisors →Morgan Stanley 38UBS Financial Services Inc. 32Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Robert W. Baird & Co. Incorporated 23Ameriprise Financial Services, LLC 22Aldrich Wealth LP 21Raymond James Financial Services Advisors, Inc. 20MML Investors Services, LLC 18Wells Fargo Clearing Services, LLC 18Steward Partners Investment Advisory, LLC 17D.A. Davidson & Co. 14Human Investing 14
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Lake Oswego?
18 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 5 list the CFP designation and 18 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Lake Oswego?
Charles Schwab & Co., Inc. ranks number 8 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.
How do I check a Charles Schwab & Co., Inc. advisor in Lake Oswego?
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.