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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Leesburg, VA

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

The short answer

7 registered advisors work at Charles Schwab & Co., Inc. in Leesburg, out of 5,937 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.

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

All Leesburg advisors →

Amj Financial Wealth Management LLC 16Centaurus Financial, Inc. 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Ameriprise Financial Services, LLC 9Toth Financial Advisory Corp. 9Strategic Advisers LLC 8Steigerwald, Gordon & Koch - Wealth Advisors 6Edward Jones 5LPL Financial LLC 4Morgan Stanley 4Osaic Wealth, Inc. 4State Farm Investment Management Corp. 4

Questions

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

7 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Leesburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 7 in Leesburg by registered advisors; Amj Financial Wealth Management LLC has the most, with 16.

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

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.