Connor Arlen Larson
Investment adviser representative at Charles Schwab & Co., Inc.
11 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Jul 2026 to now
- Charges Schwab BankJul 2026 to now
- Vanguard AdvisersJul 2025 to Jun 2026
- The Vanguard Group, Inc.Jan 2021 to Jun 2026
- Vanguard Marketing CorporationJan 2021 to Jun 2026
- Zipps Sports GrillJun 2020 to Mar 2021
- Full Time EducationAug 2019 to Dec 2020
- Full Time EducationJan 2019 to May 2019
- Full Time EducationAug 2018 to Dec 2018
- Liberty StationDec 2017 to Aug 2019
- LululemonOct 2016 to Dec 2016
- Grid Iron Flag FootballAug 2016 to Apr 2017
- Black Mountain TavernJun 2016 to Dec 2017
- Full Time EducationAug 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7326267
- Firm CRD
- 5393