Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Frisco, TX
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Frisco, A to Z.
11 registered advisors work at Charles Schwab & Co., Inc. in Frisco, out of 6,283 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 11 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Frisco, A to Z
Every Charles Schwab & Co., Inc. advisor →- Rodney E. BrowningAlso a broker rep
- John A. CarterAlso a broker rep
- Richard S. DowAlso a broker rep
- Bao Q. LeAlso a broker rep
- Anthony J. MartinkaAlso a broker rep
- Benjamin M. PettyAlso a broker rep
- Joyce I. StewartAlso a broker rep
- Matthew S. WaltmonCertified Financial Planner · Also a broker rep
- Nicholas WhittleseyAlso a broker rep
- Devante J. WilliamsAlso a broker rep
- Andrew K. YiAlso 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 805Lone Tree, CO 515Phoenix, AZ 456Omaha, NE 224Orlando, FL 222Austin, TX 208Indianapolis, IN 175New York City, NY 92Chicago, IL 91Richfield, OH 77San Francisco, CA 75St Louis, MO 60Scottsdale, AZ 49San Diego, CA 46Denver, CO 40
Other firms in Frisco
All Frisco advisors →Tiaa-Cref Individual & Institutional Services, LLC 167Merrill Lynch, Pierce, Fenner & Smith Incorporated 111Cain, Watters & Associates, LLC 60Wells Fargo Clearing Services, LLC 60RBC Capital Markets, LLC 28Eagle Strategies LLC 26Edward Jones 21Raymond James & Associates, Inc. 21LPL Financial LLC 19Strategic Advisers LLC 15J.P. Morgan Securities LLC 13Quadcap Wealth Management, LLC 13
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Frisco?
11 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Frisco, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6,283 nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Frisco?
Charles Schwab & Co., Inc. ranks number 13 in Frisco by registered advisors; Tiaa-Cref Individual & Institutional Services, LLC has the most, with 167.
How do I check a Charles Schwab & Co., Inc. advisor in Frisco?
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.