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Carson Scott Shoemaker

Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Charles Schwab & Co., Inc.Jun 2022 to now
  2. UnemployedApr 2022 to May 2022
  3. Coaches InsiderNov 2021 to Mar 2022
  4. University of Northern ColoradoJul 2021 to Nov 2021
  5. UnemployedJun 2021 to Jun 2021
  6. University of Northern ColoradoJan 2021 to May 2021
  7. UnemployedJun 2020 to Dec 2020
  8. University of Northern ColoradoAug 2019 to Dec 2020
  9. Follett CorporationAug 2019 to Sep 2019
  10. Thirsty Discount LiquorsMay 2018 to Aug 2019
  11. Niu Football/huskie VisionApr 2016 to May 2019
  12. Founder's LibraryApr 2015 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
7536633
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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