Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Franklin, TN
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Franklin, A to Z.
The short answer
17 registered advisors work at Charles Schwab & Co., Inc. in Franklin, out of 5,933 at the firm nationwide; it ranks number 11 in the city by advisors. 5 list the CFP designation and 17 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Franklin, A to Z
Every Charles Schwab & Co., Inc. advisor →- Kyle D. BeutlerCertified Financial Planner · Also a broker rep
- Zachary J. BologeorgesAlso a broker rep
- Iris E. BrashearAlso a broker rep
- Patrick H. DezenzioAlso a broker rep
- Heidi D. DresbachAlso a broker rep
- Tessa B. DuekerAlso a broker rep
- Christian G. DycocoAlso a broker rep
- Brian EdkinAlso a broker rep
- Tristan C. FlowersCertified Financial Planner · Also a broker rep
- Sean P. HuelskampCertified Financial Planner · Also a broker rep
- Raquel L. McCainAlso a broker rep
- James W. McLean IIIAlso a broker rep
- Gerald S. NewellAlso a broker rep
- Dennis D. Pompa Jr.Also a broker rep
- Brian RaimannAlso a broker rep
- Rachel E. SchultzCertified Financial Planner · Also a broker rep
- Jonathan M. ShepardCertified 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 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 Franklin
All Franklin advisors →Sagespring Wealth Partners 88LPL Financial LLC 33Strategic Advisers LLC 28First Trust Advisors LP 24Raymond James & Associates, Inc. 23Edward Jones 20MML Investors Services, LLC 20Morgan Stanley 20Equitable Advisors, LLC 19Beacon Capital Management, LLC 18Abound Wealth Management, LLC 15UBS Financial Services Inc. 15
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Franklin?
17 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Franklin, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 5 list the CFP designation and 17 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Franklin?
Charles Schwab & Co., Inc. ranks number 11 in Franklin by registered advisors; Sagespring Wealth Partners has the most, with 88.
How do I check a Charles Schwab & Co., Inc. advisor in Franklin?
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.