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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Germantown, TN

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

The short answer

6 registered advisors work at Charles Schwab & Co., Inc. in Germantown, out of 5,933 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.

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

All Germantown advisors →

Cetera Investment Advisers LLC 28LPL Financial LLC 16Strategic Advisers LLC 12Osaic Wealth, Inc. 10RBC Capital Markets, LLC 10Fcg Investment Company 9Silverleafe Capital Partners, LLC 6Edward Jones 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4Wells Fargo Advisors Financial Network, LLC 3

Questions

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

6 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Germantown, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 7 in Germantown by registered advisors; Cetera Investment Advisers LLC has the most, with 28.

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

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.