Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in San Antonio, A to Z.
The short answer
33 registered advisors work at Charles Schwab & Co., Inc. in San Antonio, out of 5,937 at the firm nationwide; it ranks number 16 in the city by advisors. 10 list the CFP designation and 33 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in San Antonio, A to Z
Every Charles Schwab & Co., Inc. advisor →- Katrina A. BellAlso a broker rep
- Kevin S. BoriackCertified Financial Planner · Also a broker rep
- Kevin BuekerAlso a broker rep
- Juan G. CanalesAlso a broker rep
- Dolores B. CharlesAlso a broker rep
- David ContrerasAlso a broker rep
- Michael W. CullipherAlso a broker rep
- Jason G. EspalinCertified Financial Planner · Also a broker rep
- John E. FararCertified Financial Planner · Also a broker rep
- Donald E. FranksCertified Financial Planner · Also a broker rep
- Raul GuerreroCertified Financial Planner · Also a broker rep
- Jimmy D. HoytAlso a broker rep
- Christopher L. InglishAlso a broker rep
- Joe L. JassoAlso a broker rep
- Johnathan L. KaczykCertified Financial Planner · Also a broker rep
- Michael A. LanningAlso a broker rep
- Luke E. LecroyAlso a broker rep
- Ernest J. MartinezAlso a broker rep
- Michael L. MedlinAlso a broker rep
- Daniel MeisenheimerCertified Financial Planner · Also a broker rep
- Juan C. Menchaca Jr.Also a broker rep
- Erick A. MonteagudoAlso a broker rep
- Eric D. NelsonCertified Financial Planner · Also a broker rep
- Dylan G. PflumAlso a broker rep
- Jeremy S. PorchaAlso a broker rep
- Jesus R. RamosAlso a broker rep
- Steven L. SmithAlso a broker rep
- Virginia E. StukkieAlso a broker rep
- Joann A. ThomasAlso a broker rep
- Sydney VogelAlso a broker rep
- David WangCertified Financial Planner · Also a broker rep
- Matthew J. WebberCertified Financial Planner · Also a broker rep
- Abigail B. WilliamsAlso 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 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 San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 126Merrill Lynch, Pierce, Fenner & Smith Incorporated 121Frost Investment Services 86Morgan Stanley 78LPL Financial LLC 75Capital Client Group, Inc. 57Strategic Advisers LLC 57Victory Capital Management Inc. 57Edward Jones 55Ameriprise Financial Services, LLC 46State Farm Investment Management Corp. 42Usaa Investment Services Company 38
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in San Antonio?
33 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 10 list the CFP designation and 33 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in San Antonio?
Charles Schwab & Co., Inc. ranks number 16 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 126.
How do I check a Charles Schwab & Co., Inc. advisor in San Antonio?
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.