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
  • Hourly charges
  • 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 1 - 10 of 3,967 top financial advisors.
1
Gary K. Craig
CRD#: 4854380
7702 N Grand Prairie Drive, Peoria, IL 61615
103
Wealthminder
score

Gary Craig (CRD# 4854380) is an Investment Advisor Representative working at Charles Schwab in Peoria, IL and has over 12 years of experience in the finance industry. Gary Craig 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 Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards. Gary has a Master's degree from Eastern Illinois University. 

2
Bradley S. Jurik
CRD#: 5806881
7401 Wisconsin Ave, 3rd Floor, Bethesda, MD 20814
98
Wealthminder
score

Bradley Jurik (CRD# 5806881) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 5 years of experience in the finance industry.

3
Kristofer G. Lyons
CRD#: 6068172
2423 E Lincoln Dr, Phoenix, AZ 85016
97
Wealthminder
score
Kristofer Lyons (CRD# 6068172) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
4
Michael P. Adler
CRD#: 1025249
12401 Research Blvd, Austin, TX 78759
96
Wealthminder
score

Michael Adler (CRD# 1025249) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 28 years of experience in the finance industry. Michael Adler 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.

5
Daniel P. Alexander
CRD#: 5504069
3314 Peachtree Road, Atlanta, GA 30326
96
Wealthminder
score

Daniel Alexander (CRD# 5504069) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Atlanta, GA and has over 10 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.

6
Abraham Amador-Lindner
CRD#: 4212836
1 Alhambra Plaza, Suite #950, Coral Gables, FL 33134
96
Wealthminder
score

Abraham Amador-Lindner (CRD# 4212836) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Coral Gables, FL and has over 16 years of experience in the finance industry. Abraham Amador-Lindner 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.

7
Mark W. Ambrose
CRD#: 2242378
2080 Mackenzie Way, Suite 100, Cranberry Township, PA 16066
96
Wealthminder
score

Mark Ambrose (CRD# 2242378) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cranberry Township, PA and has over 26 years of experience in the finance industry. Mark Ambrose 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.

8
Robert G. Aruldoss
CRD#: 2909744
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Robert Aruldoss (CRD# 2909744) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 20 years of experience in the finance industry. Robert Aruldoss 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.

9
Kevin M. Bailey
CRD#: 1490570
300 Esplanade Dr, Oxnard, CA 93036
96
Wealthminder
score

Kevin Bailey (CRD# 1490570) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oxnard, CA and has over 13 years of experience in the finance industry. Kevin Bailey 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.

10
Michael R. Barclift
CRD#: 4773961
4701 Virginia Beach Blvd., Virginia Beach, VA 23462
96
Wealthminder
score

Michael Barclift (CRD# 4773961) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Virginia Beach, VA and has over 14 years of experience in the finance industry.

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