Isabella Carrilho
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbJul 2023 to now
- Charles Schwab & Co., Inc.Jun 2020 to now
- Turning Point USAFeb 2020 to Jun 2020
- Grand Canyon EducationSep 2019 to Jan 2020
- Liftable MediaApr 2019 to Sep 2019
- La FitnessOct 2018 to Apr 2019
- Red Rooster Bar and RestaurantMay 2018 to Aug 2018
- Nekter Juice BarFeb 2018 to Apr 2018
- Phoenix Country ClubSep 2017 to Dec 2017
- Interlachen Country ClubMay 2017 to Sep 2017
- Grand Canyon UniversitySep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7266308
- Firm CRD
- 5393