Charles Schwab Advisor in Baton Rouge? | TigerDroppings.com

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Freebird11
LSU Fan
Baton Rouge
Member since May 2011
96 posts

Charles Schwab Advisor in Baton Rouge?


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!







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tigeryat
LSU Fan
God's Country
Member since Oct 2005
2544 posts

re: Charles Schwab Advisor in Baton Rouge?


Use their 1 800 #

not joking.






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LSURussian
LSU Fan
Baton Rouge
Member since Feb 2005
80697 posts

re: Charles Schwab Advisor in Baton Rouge?


quote:

Does anyone have recommendations for a Schwab advisor in the Baton Rouge area?

There's only one I believe.






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Freebird11
LSU Fan
Baton Rouge
Member since May 2011
96 posts

re: Charles Schwab Advisor in Baton Rouge?


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 I looked online and it listed an office location but had a name of an advisor that was apparently out of date.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.







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pottymouth
LSU Fan
Hell
Member since Jul 2011
86 posts

re: Charles Schwab Advisor in Baton Rouge?


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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