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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

6 registered advisors work at Charles Schwab & Co., Inc. in Yardley, out of 5,933 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

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

All Yardley advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 54Stifel, Nicolaus & Company, Incorporated 22Janney Montgomery Scott LLC 18Morgan Stanley 14Osaic Wealth, Inc. 12Wells Fargo Clearing Services, LLC 10LPL Financial LLC 8Commonwealth Financial Network 6Cordatus Wealth Management LLC 6Ventura Wealth Management 6Attleboro Wealth Management LLC 5The Estate Planners Group 4

Questions

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

6 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Yardley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 8 in Yardley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.

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

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.