Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Plano, A to Z.
27 registered advisors work at Charles Schwab & Co., Inc. in Plano, out of 6,283 at the firm nationwide; it ranks number 11 in the city by advisors. 4 list the CFP designation and 27 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Plano, A to Z
Every Charles Schwab & Co., Inc. advisor →- John P. BarelaAlso a broker rep
- Preston BondsAlso a broker rep
- Richard A. BrandiAlso a broker rep
- Nicholas A. CoquisAlso a broker rep
- Gregory D. CzarneckyAlso a broker rep
- Alexander DayAlso a broker rep
- Akram M. ElhagehassanAlso a broker rep
- Charley A. EubanksAlso a broker rep
- Trey A. FidlerAlso a broker rep
- Michael R. HenryAlso a broker rep
- Miguel A. HerreraAlso a broker rep
- Jeremy W. HerringtonAlso a broker rep
- Darcy J. JonesCertified Financial Planner · Also a broker rep
- Taron X. JonesAlso a broker rep
- Jacob W. LundyCertified Financial Planner · Also a broker rep
- John McGillewieAlso a broker rep
- Savanna McKenzieAlso a broker rep
- Jason A. MeeksAlso a broker rep
- Gabriel MurphyAlso a broker rep
- Madison K. OpitzAlso a broker rep
- Thomas S. PeelCertified Financial Planner · Also a broker rep
- Jacob R. RubienAlso a broker rep
- Robert C. SklaverAlso a broker rep
- Jordan M. TornoAlso a broker rep
- Joseph W. VitaAlso a broker rep
- H G. WeilCertified Financial Planner · Also a broker rep
- Darren M. WilcoxAlso 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 Plano
All Plano advisors →Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29LPL Enterprise, LLC 27Retirement Planners Of America 27
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Plano?
27 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6,283 nationwide. 4 list the CFP designation and 27 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Plano?
Charles Schwab & Co., Inc. ranks number 11 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Charles Schwab & Co., Inc. advisor in Plano?
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.