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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

38 registered advisors work at Charles Schwab & Co., Inc. in Houston, out of 5,937 at the firm nationwide; it ranks number 20 in the city by advisors. 5 list the CFP designation and 38 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Houston, A to Z

Every Charles Schwab & Co., Inc. advisor →

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 Houston

All Houston advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76

Questions

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

38 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 5 list the CFP designation and 38 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 20 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

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

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.