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  2. Charles Schwab Corporation - Wikipedia

    en.wikipedia.org/wiki/Charles_Schwab_Corporation

    The Charles Schwab Corporation [2] is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 380 branches, primarily in financial centers in the United States ...

  3. Charles R. Schwab - Wikipedia

    en.wikipedia.org/wiki/Charles_R._Schwab

    5. Charles Robert Schwab Sr. (born July 29, 1937) is an American investor and financial executive. He is the founder and chairman of the Charles Schwab Corporation. He pioneered discount sales of equity securities starting in 1975. His company became by far the largest discount securities dealer in the United States.

  4. Charles M. Schwab - Wikipedia

    en.wikipedia.org/wiki/Charles_M._Schwab

    Charles Michael Schwab (February 18, 1862 – September 18, 1939) was an American steel magnate. Under his leadership, Bethlehem Steel became the second-largest steel maker in the United States, and one of the most important heavy manufacturers in the world.

  5. Schwab Takes "RIA Stands for You" Campaign to the Next ... - AOL

    www.aol.com/2012/11/14/schwab-takes-ria-stands...

    Schwab Takes "RIA Stands for You" Campaign to the Next Level With New Advertising, an Expanded Website, and Plans for an Advisor Directory Campaign to educate affluent investors about the RIA ...

  6. Registered investment adviser - Wikipedia

    en.wikipedia.org/wiki/Registered_investment_adviser

    Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...

  7. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    Wells Fargo. Fidelity Investments. Charles Schwab. 1. Morgan Stanley. Morgan Stanley is one of the old guard of Wall Street, tracing its origins back to 1935. The company has a robust private ...

  8. Schwab Advisor Services Releases Industry-Wide RIA Merger ...

    www.aol.com/2012/10/22/schwab-advisor-services...

    Schwab Advisor Services Releases Industry-Wide RIA Merger & Acquisition Activity for Year End 2012 Thirty percent growth in combined deal transaction value year over year underscores growing size ...

  9. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial, Inc. Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. [1]

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