Chase Taylor Carver
Investment adviser representative at Charles Schwab & Co., Inc.
5 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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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
5 years in the industry.
- Charles Schwab & Co., Inc.Jun 2021 to now
- Charles Schwab Bank, SsbJun 2021 to now
- E*trade Securities LLCJul 2020 to May 2021
- GohealthMar 2020 to Apr 2020
- GohealthSep 2019 to Jan 2020
- Limitless Automotive LLCJun 2018 to Apr 2020
- Vivint Inc.Oct 2017 to Jul 2018
- ClearlinkMay 2016 to Sep 2017
- Utah Valley UniversityJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
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
- 7322816
- Firm CRD
- 5393