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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Westlake, TX

Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Westlake, A to Z.

The short answer

177 registered advisors work at Schwab Wealth Advisory, Inc. in Westlake, out of 1,476 at the firm nationwide; it ranks number 3 in the city by advisors. 69 list the CFP designation and 173 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors in Westlake, A to Z

Every Schwab Wealth Advisory, Inc. advisor →

Schwab Wealth Advisory, Inc. advisors in every city and state →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Schwab Wealth Advisory, Inc. advisors in other cities

Phoenix, AZ 257Lone Tree, CO 204Orlando, FL 188Indianapolis, IN 162San Francisco, CA 75Chicago, IL 31Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15Irvine, CA 15

Other firms in Westlake

All Westlake advisors →

Charles Schwab & Co., Inc. 788Strategic Advisers LLC 481Meristead Wealth, LLC 11Truist Advisory Services, Inc. 4W&S Brokerage Services, Inc. 3

Questions

How many financial advisors does Schwab Wealth Advisory, Inc. have in Westlake?

177 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Westlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 69 list the CFP designation and 173 are also registered as broker representatives.

Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in Westlake?

Schwab Wealth Advisory, Inc. ranks number 3 in Westlake by registered advisors; Charles Schwab & Co., Inc. has the most, with 788.

How do I check a Schwab Wealth Advisory, Inc. advisor in Westlake?

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 Schwab Wealth Advisory, 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.