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  2. Charles R. Schwab - Wikipedia

    en.wikipedia.org/wiki/Charles_R._Schwab

    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.

  3. 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 ...

  4. Charles Schwab plans job cuts and office downsizing amid ...

    www.aol.com/news/charles-schwab-plans-job-cuts...

    “This will result in eliminating some positions in the coming months, mostly in non-client facing areas.” In July, Charles Schwab reported net income of $1.3 billion, down from $1.8 billion ...

  5. 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 ...

  6. Client Activity, High Rates to Aid Schwab (SCHW) Q4 Earnings

    www.aol.com/news/client-activity-high-rates-aid...

    Decent growth in brokerage accounts and higher total client assets, along with rise in rates, are likely to boost Schwab's (SCHW) fourth-quarter revenues. Client Activity, High Rates to Aid Schwab ...

  7. Bank of America Private Bank - Wikipedia

    en.wikipedia.org/wiki/Bank_of_America_Private_Bank

    Bank of America Private Bank (formerly U.S. Trust) was founded in 1853 as the United States Trust Company of New York. [1] It operated independently until 2000, when it was acquired by Charles Schwab, and Co. [2] and subsequently sold to, and became a subsidiary of, Bank of America in 2007. [3] Bank of America Private Bank provides investment ...

  8. Unhappy customer: Why I finally took my business from ... - AOL

    www.aol.com/finance/unhappy-customer-why-finally...

    Because I discovered, to my surprise, that Schwab charges a management fee of only 0.03% for its total market index fund, compared with the 0.04% that Vanguard charges Admiral class shareholders ...

  9. Susan Schwab - Wikipedia

    en.wikipedia.org/wiki/Susan_Schwab

    Susan Carol Schwab (born March 23, 1955) is an American politician, who served under President George W. Bush as United States Trade Representative from June 2006 to January 2009. She is not related to Charles R. Schwab Sr. , founder of the Charles Schwab Corporation ; she is also not to be confused with his first wife Susan (Cotter) Schwab.

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