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).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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.
Michael Adler (CRD# 1025249) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 27 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.
Mark Ambrose (CRD# 2242378) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pittsburgh, PA and has over 25 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.
Kevin Bailey (CRD# 1490570) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oxnard, CA and has over 12 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.
Michael Barclift (CRD# 4773961) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Virginia Beach, VA and has over 13 years of experience in the finance industry.
Nicholas Barnwell (CRD# 2003368) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scarsdale, NY and has over 27 years of experience in the finance industry. Nicholas Barnwell 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.
Cade Bass (CRD# 5442746) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Worth, TX and has over 9 years of experience in the finance industry. Cade Bass 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.
Shelly Baumgartner (CRD# 4663285) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 14 years of experience in the finance industry. Shelly Baumgartner 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.
Eric Baytala (CRD# 5605296) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lancaster, PA and has over 8 years of experience in the finance industry. Eric Baytala 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.