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Charles Schwab opens new location PDF Print E-mail

 Pictured from left to right are Doris Rager, Jackie Gebert, Bryan Crawford, Jim Hamari, Laura Rianda, Anne Hept, Eric Dahigren, Al Rodriquez, Rachel Carcasden, and SLO Chamber President/CEO Dave Garth. Financial services and investment company Charles Schwab & Co. Inc. celebrated the opening of a new location on 733 Marsh St., Ste. 100 in San Luis Obispo with a ribbon cutting ceremony presented by the San Luis Obispo Chamber of Commerce.

The Charles Schwab Corporation (NYSE:SCHW) is one of the nation’s leading providers of financial services, with more than 300 offices and 8.1 million client brokerage accounts, 1.4 million corporate retirement plan participants, 728,000 banking accounts, and $1.7 trillion in client assets as of Apr. 30.

Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. 

Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. Independent investment advisors are not owned, affiliated with or supervised by Schwab.

Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and mortgage services and products. More information is available at www.schwab.com.

 
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