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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Vancouver, WA

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

The short answer

7 registered advisors work at Charles Schwab & Co., Inc. in Vancouver, out of 5,937 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.

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

All Vancouver advisors →

Wells Fargo Clearing Services, LLC 50LPL Financial LLC 47Edward Jones 33Ameriprise Financial Services, LLC 30Morgan Stanley 26Strategic Advisers LLC 22Advisor Share Wealth Management, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 17First Pacific Financial, Inc. 16Fisher\smb 16Johnson Bixby 12J.P. Morgan Securities LLC 10

Questions

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

7 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Vancouver, Washington, 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 Vancouver?

Charles Schwab & Co., Inc. ranks number 21 in Vancouver by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 50.

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

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.