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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Lancaster, PA

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

The short answer

4 registered advisors work at Charles Schwab & Co., Inc. in Lancaster, out of 5,937 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Lancaster, 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 Lancaster

All Lancaster advisors →

LPL Financial LLC 25Morgan Stanley 25Rkl Private Wealth 23Ameriprise Financial Services, LLC 19Janney Montgomery Scott LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Faithward Advisors, LLC 13Rodgers & Associates 12Osaic Wealth, Inc. 11Raymond James Financial Services Advisors, Inc. 11Edward Jones 9Commonwealth Financial Network 8

Questions

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

4 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Lancaster, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 29 in Lancaster by registered advisors; LPL Financial LLC has the most, with 25.

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

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.