Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Southlake, TX
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Southlake, A to Z.
The short answer
15 registered advisors work at Charles Schwab & Co., Inc. in Southlake, out of 5,937 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 14 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Southlake, A to Z
Every Charles Schwab & Co., Inc. advisor →- Angel AdameAlso a broker rep
- Eric AlanizInvestment adviser rep
- Keyana AveryAlso a broker rep
- Justin L. BoydAlso a broker rep
- Jacob D. BrawnerAlso a broker rep
- Marcelo CastanedaAlso a broker rep
- Kyle R. ChristensenAlso a broker rep
- Amy L. DowellAlso a broker rep
- Eric W. EichmanAlso a broker rep
- David R. FernAlso a broker rep
- Catherine A. MillerCertified Financial Planner · Also a broker rep
- Charlie W. O'ShelAlso a broker rep
- Jean E. ParylAlso a broker rep
- Ryan J. PenshornAlso a broker rep
- Courtney L. SmallAlso 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 Southlake
All Southlake advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Wells Fargo Clearing Services, LLC 20Edward Jones 19Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8Trinity Portfolio Advisors, LLC 8
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Southlake?
15 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 1 list the CFP designation and 14 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Southlake?
Charles Schwab & Co., Inc. ranks number 5 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.
How do I check a Charles Schwab & Co., Inc. advisor in Southlake?
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.