Who is Charles Schwab & Co.?
Charles Schwab & Co. is the firm Gaddis Premier Wealth Advisors chose to assist us with back office paperwork and to be custodian of our clients “advisory” accounts. Charles Schwab & Co. will be replacing the majority of the work and duties previously performed by Kestra Financial (including National Financial Services, NFS) and LPL Financial. Gaddis Premier Wealth Advisors had a choice in selection of provider/custodian and after significant due-diligence we selected Schwab and believe they bring the highest level of service and attention that will allow us to provide top-shelf solutions and service to GPWA clients. More information can be found at: https://en.wikipedia.org/wiki/Charles_Schwab_Corporation