Carson Tipton
Investment adviser representative at Charles Schwab & Co., Inc.
8 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
8 years in the industry.
- Charles Schwab & Co., Inc.Sep 2024 to now
- King JuggJul 2024 to Sep 2024
- UnemployedMar 2024 to Jul 2024
- UberAug 2022 to Mar 2024
- DoordashAug 2020 to Aug 2022
- UnemployedJan 2020 to Aug 2020
- Crew CarwashJan 2019 to Jan 2020
- KrogerJan 2019 to Jan 2020
- UnemployedJan 2018 to Jan 2019
- Hacienda ViejaJan 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7969337
- Firm CRD
- 5393