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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Posted by tigeryat

God's Country

Member since Oct 2005

2911 posts

Posted on 10/1/13 at 10:12 pm to Freebird11

Use their 1 800 #

not joking.

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Posted by LSURussian

Member since Feb 2005

126935 posts

Posted on 10/1/13 at 10:19 pm to Freebird11

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

There's only one I believe.

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Posted by Freebird11

Baton Rouge

Member since May 2011

142 posts

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 I looked online and it listed an office location but had a name of an advisor that was apparently out of date.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

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Posted by pottymouth

Hell

Member since Jul 2011

89 posts

Posted 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.

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