Schwab Branch, Birmingham

Branch Hours
Mon - Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed
Check deposits accepted until 3:30 pm
At our Birmingham Branch, you can find a modern approach to wealth management that starts with a dedicated Financial Consultant.
We are conveniently located on Hwy 280, 1.5 miles north west of the Summit Shopping Center in Mountain Brook.
Our Branch employees are involved with a variety of non-profit organizations such as Rotary, Kiwanis, Boys and Girls Club, Executive Women's Golf Association and the Boy Scouts.
While appointments are suggested, we are happy to assist you at any time during business hours. After hours meetings are available by appointment only.
Charles Schwab Birmingham Location
3000 Cahaba Village Plaza, Suite #130
Birmingham, AL
Request an appointment
For a consultation with an investment professional, schedule online
or call us at 205-968-6940.
Attend a workshop
Get the answers you need at our in-person workshops---at no cost to you.
Schwab Brokerage services at this branch
  • New accounts
  • Investment advice
  • Retirement guidance
  • Does not accept cash deposits
  • Financial planning
  • Check deposits accepted until 3:30 pm
  • Check printing capabilities
Upcoming Workshops at branches near you
At our workshops, you'll get insights from Schwab investment professionals—whether or not you're a Schwab client.
Workshop Name Location When  
Trade Management: Managing Risk to Preserve Capital
Find out why capital preservation is so important ... Read More
3000 Cahaba Village Plaza, Ste. 130
Birmingham, AL 35226
September, 02 2015
10:00 am - 11:00 am
Fuel Your Trading with StreetSmart Edge (TM)
Discover how StreetSmart Edge`s powerful tools wor... Read More
3000 Cahaba Village Plaza, Ste. 130
Birmingham, AL 35226
September, 02 2015
2:00 pm - 3:00 pm
Matching Options Approval Levels to Your Trading Goals
Options are versatile and can be used to create a wide ... Read More
September, 01 2015
4:00 pm - 5:00 pm
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options."

With long options, investors may lose 100% of funds invested. Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Writing uncovered options involves potentially unlimited risk.

Local Branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.