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Anne Marie Carr

Charles Schwab & CO., Inc.

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About Anne Marie Carr

Anne Marie Carr is a financial advisor with over 20 years of experience in the financial services industry. Anne Marie currently works at Charles Schwab & Co., Inc. in Lone Tree, Colorado. Anne Marie specializes in providing financial planning and investment advisory services. Prior to joining Charles Schwab & Co., Inc., Anne Marie worked at Asset Management Securities Corp. and Charles Schwab & Co., Inc. in Boca Raton, Florida and Westlake, Texas, respectively. Anne Marie is licensed to provide financial services in all 50 states and the District of Columbia.

Firm Information

Anne Carr is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Anne Carr’s Registration & Firm History

CO

06/21/2019 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

FL

04/26/2001 - 07/18/2003

ASSET MANAGEMENT SECURITIES CORP. (BOCA RATON FL)

TX

02/28/1997 - 03/19/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

12/17/1986 - 02/13/1997

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/13/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/1995

Series 7 - General Securities Representative Examination

BC

Issued 12/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Anne Marie Carr.
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