Charles Schwab & Company, Inc.

Charles Schwab & Company, Inc. (CRD# 5393) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Charles Schwab & Company, Inc.
Showing 41 - 50 of 5,858 top financial advisors.
41
Daniel P. Alexander
CRD#: 5504069
3314 Peachtree Road, Atlanta, GA 30326

Daniel Alexander (CRD# 5504069) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry. Daniel Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

42
Nicholas C. Alexander
CRD#: 6386877
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240

Nicholas Alexander (CRD# 6386877) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 8 years of experience in the finance industry.

43
Adil R. Ali
CRD#: 4596092
3264 Buford Drive, Suite 80, Buford, GA 30519

Adil Ali (CRD# 4596092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Buford, GA and has over 16 years of experience in the finance industry.

44
Steven D. Aliano
CRD#: 4510624
100 Post Street, San Francisco, CA 94108

Steven Aliano (CRD# 4510624) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.

45
Adam M. Alinowski
CRD#: 4821478
3000 Schwab Way, Westlake, TX 76262

Adam Alinowski (CRD# 4821478) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry.

46
Nour Alkayali
CRD#: 5444820
9800 Schwab Way, Lone Tree, CO 80124

Nour Alkayali (CRD# 5444820) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 14 years of experience in the finance industry. Nour Alkayali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

47
Noel C. Allan
CRD#: 1563217
171 Grant Street, Vancouver, WA 98660

Noel Allan (CRD# 1563217) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vancouver, WA and has over 36 years of experience in the finance industry.

48
Charles D. Allbright
CRD#: 2096611
200 S 108 Ave, Omaha, NE 68154

Charles Allbright (CRD# 2096611) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 32 years of experience in the finance industry.

49
Andy W. Allen
CRD#: 5021675
9800 Schwab Way, Lone Tree, CO 80124

Andy Allen (CRD# 5021675) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 14 years of experience in the finance industry.

50
Gregory C. Allen
CRD#: 1672947
947 Gessner Road, Suite A260, Houston, TX 77024

Gregory Allen (CRD# 1672947) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Houston, TX and has over 35 years of experience in the finance industry.

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