Does anyone have recommendations for a Schwab advisor in the Baton Rouge area? I'm relatively new to the personal investment game although I've had a Schwab investment acct for a while just didn't actively manage it until recently.
I have quite a few questions ranging from setting up Roth IRAs to general investments to how to work the website. Just wanted to see if the MB had any words of wisdom. I appreciate the help!
Freebird11 LSU Fan Baton Rouge Member since May 2011 116 posts
re: Charles Schwab Advisor in Baton Rouge?(Posted by Freebird11 on 10/1/13 at 10:27 pm to LSURussian)
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 I looked online and it listed an office location but had a name of an advisor that was apparently out of date.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.
pottymouth LSU Fan Hell Member since Jul 2011 88 posts
re: Charles Schwab Advisor in Baton Rouge?(Posted by pottymouth on 10/2/13 at 1:15 pm to Freebird11)
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.