Charles Schwab & Co., Inc

Investment Advisor
in San Diego, CA
Are you William Gloer? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Gloer is a certified financial planner based out of San Diego, California, who has 16 years of experience as a financial advisor. Gloer is on the advisory team at Charles Schwab & Co., Inc. Over the course of their career, they have held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Gloer holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Charles Schwab & Co., Inc is a financial advisory business headquartered in San Diego, California. It has offices in 370 locations and a total of 14,879 advisors. The company offers a few services, including financial planning services, selection of other advisers and other services. A financial advisor's fees typically depend on which services are offered. Fee types charged by Charles Schwab & Co., Inc can include hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

7510 Hazard Center Dr. Suite 407
San Diego, CA 92108

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


CA Average: 43

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

William Gloer Work History

William has 16 years of experience.

2005 - Present (14 years)

Charles Schwab Bank

2002 - Present (17 years)

Charles Schwab & Co., Inc


William Gloer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started