Carson Lucero
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Carson Lucero? Claim your profile
Contact this firm
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
12 years in the industry.
- Charles Schwab BankSep 2025 to now
- Charles Schwab & Co., Inc.Jun 2023 to now
- DoordashMay 2018 to now
- Smoothie KingJan 2021 to May 2021
- Saltgrass SteakhouseMay 2020 to Jun 2023
- Sam's ClubJun 2018 to Jun 2019
- Mister CarwashMay 2018 to Mar 2020
- Chick-fil-aJan 2018 to Apr 2018
- DionsMay 2016 to Dec 2017
- Lubbock High SchoolJun 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7720566
- Firm CRD
- 5393