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re: Charles Schwab Advisor in Baton Rouge?

Posted on 10/1/13 at 10:27 pm to
Posted by Freebird11
Baton Rouge
Member since May 2011
142 posts
Posted on 10/1/13 at 10:27 pm to
That's what I wasn't sure about. I looked online and it listed an office location but had a name of an advisor that was apparently out of date. I called and submitted an online request form for that office but didn't receive any kind of follow up.

Didn't know if there's an updated contact that someone had personal experience working with. I'll try calling the main Schwab line and sifting through if that may get me somewhere.

Posted by pottymouth
Hell
Member since Jul 2011
89 posts
Posted on 10/2/13 at 1:15 pm to
We opened an online account for a Roth and a rep called the next day. Very helpful--asked about investing goals, level of risk, etc. gave us a direct line and email to contact with further questions. Their customer service people are in Ohio and Colorado.
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