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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Georgetown, TX

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

The short answer

3 registered advisors work at Charles Schwab & Co., Inc. in Georgetown, out of 5,933 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

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

All Georgetown advisors →

Edward Jones 22Wells Fargo Clearing Services, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Cetera Investment Advisers LLC 8Raymond James & Associates, Inc. 7Strategic Advisers LLC 6Ameriprise Financial Services, LLC 5Pfs Investments Inc. 5State Farm Investment Management Corp. 5Reap Financial Group, LLC 4Cwm, LLC 3J.P. Morgan Securities LLC 3

Questions

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

3 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Georgetown, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 11 in Georgetown by registered advisors; Edward Jones has the most, with 22.

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

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.