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  2. Charles R. Schwab - Wikipedia

    en.wikipedia.org/wiki/Charles_R._Schwab

    Charles Robert Schwab (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.

  3. Charles Schwab Corporation - Wikipedia

    en.wikipedia.org/wiki/Charles_Schwab_Corporation

    The Charles Schwab Corporation 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 360 branches, primarily in financial centers in the United States and ...

  4. Banker, Broker, Adviser, Seller: The Best of the Financial Web

    www.aol.com/2012/02/28/banker-broker-adviser...

    Online Brokerage: Fidelity, optionsXpress, and Charles Schwab. While these three took home the top honors for Web enhancements, several more added new research capabilities.

  5. TD Ameritrade Institutional Draws Record Number of Breakaway Brokers. TDAmeritrade's Fast Track Transition Program Eases and Simplifies the Move to Independence. JERSEY CITY, N.J.--(BUSINESS WIRE ...

  6. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    www .vanguard .com. The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania with about $7 trillion in global assets under management, as of January 13, 2021. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock 's iShares.

  7. Bank of America Private Bank - Wikipedia

    en.wikipedia.org/wiki/Bank_of_America_Private_Bank

    Charles Schwab and Bank of America U.S. Trust was acquired in May 2000 for $2.7 billion in stock, making it a wholly owned subsidiary of Charles Schwab & Co. David Pottruck, CEO of Charles Schwab at the time, pursued the acquisition to broaden the firm’s wealth management platform and stop client outflow to bigger wealth management firms like ...

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