Hiring Experienced Advisors
Local Presence, National Reach
2 Year Minimum Experience.
Above average fee compensation.
100% trail income retention.
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
- Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles.
- Technology and service support and independent platform through Charles Schwab.
“Empowering sales representatives, investment advisors with global access to the best financial solutions”.
Berkshire Advisors, Inc. has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.
Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.
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2240 Ridgewood Rd, Wyomissing, PA 19610
610.376.6970 · 800.566.4325
“These materials have been independently produced by Berkshire Advisors, Inc. Berkshire Advisors, Inc. is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Berkshire Advisors, Inc. provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”