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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

6 registered advisors work at Charles Schwab & Co., Inc. in McKinney, out of 5,933 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

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

All McKinney advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Edward Jones 25LPL Financial LLC 21State Farm Investment Management Corp. 15Strategic Advisers LLC 12J.P. Morgan Securities LLC 10Ameriprise Financial Services, LLC 9Corus Family Wealth Advisors, Inc. 7Tiaa-Cref Individual & Institutional Services, LLC 7Cetera Investment Advisers LLC 6Wells Fargo Clearing Services, LLC 5Cambridge Investment Research Advisors, Inc. 4

Questions

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

6 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 11 in McKinney by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.

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

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.