Carter Barrett
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Aug 2022 to now
- Charles Schwab & CoAug 2022 to now
- Cetera Investment Advisers LLCFeb 2019 to Aug 2022
- Cetera Investment Services LLCFeb 2019 to Aug 2022
- Trust BankFeb 2019 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Jan 2019
- UnemployedMay 2018 to Jul 2018
- Northern Arizona University Office of Housing and Residence LifeAug 2017 to May 2018
- Bank of America Merrill EdgeMay 2017 to Aug 2017
- Grimaldi's Coal Brick Oven PizzeriaMay 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6985719
- Firm CRD
- 159035