Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Dallas, A to Z.
The short answer
27 registered advisors work at Charles Schwab & Co., Inc. in Dallas, out of 5,937 at the firm nationwide; it ranks number 34 in the city by advisors. 7 list the CFP designation and 27 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Dallas, A to Z
Every Charles Schwab & Co., Inc. advisor →- Mathew S. AhmadAlso a broker rep
- Diego Bezanilla DavilaAlso a broker rep
- Cara M. CaillouetAlso a broker rep
- Jonathan A. CovingtonCertified Financial Planner · Also a broker rep
- Nyya DennisAlso a broker rep
- Jason S. DugdaleAlso a broker rep
- Christopher HathawayAlso a broker rep
- Ashley E. HollidayCertified Financial Planner · Also a broker rep
- Swati KumarAlso a broker rep
- Fabian LinaresAlso a broker rep
- Alanna MasonAlso a broker rep
- Lucas C. MayerCertified Financial Planner · Also a broker rep
- Timothy R. McDonaldCertified Financial Planner · Also a broker rep
- Maria G. McMahonAlso a broker rep
- Patrick J. MeansAlso a broker rep
- John F. MillerAlso a broker rep
- Shawn M. MontagueCertified Financial Planner · Also a broker rep
- Blake A. NelsonAlso a broker rep
- Krystal NguyenCertified Financial Planner · Also a broker rep
- Bradley T. PerryAlso a broker rep
- James W. RiefeAlso a broker rep
- John M. RobinsonAlso a broker rep
- Donna RomanAlso a broker rep
- David L. RussakovAlso a broker rep
- Robert R. RussellCertified Financial Planner · Also a broker rep
- Lisette TreskeAlso a broker rep
- Thomas WhittingtonAlso 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 Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Dallas?
27 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 7 list the CFP designation and 27 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Dallas?
Charles Schwab & Co., Inc. ranks number 34 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.
How do I check a Charles Schwab & Co., Inc. advisor in Dallas?
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.