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Carson Booras

Charles Schwab & CO., Inc.

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About Carson Booras

Carson Booras is a financial advisor who has been in the industry since 1998. Carson is currently registered with Charles Schwab & Co., Inc. and is active in Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, South Dakota and Wisconsin. Carson has held previous roles with LPL Financial LLC, TD Ameritrade, Inc., AW Securities and Corporate Securities Group, Inc.. Carson has passed the Series 7, Series 63, Series 66 and SIE exams. Carson is a financial planning advisor and specializes in providing financial planning and selection of other advisors.

Firm Information

Carson Booras 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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Carson Booras’s Registration & Firm History

IL

04/24/2023 - Present

Charles Schwab & CO., Inc. (Yorkville IL)

CA

06/13/2022 - 03/31/2023

AW SECURITIES (FOLSOM CA)

SC

02/05/2021 - 05/27/2022

LPL FINANCIAL LLC (FORT MILL SC)

IL

10/27/2008 - 01/06/2021

TD AMERITRADE, INC. (CHICAGO IL)

IL

09/21/1999 - 09/08/2008

CHARLES SCHWAB & CO., INC. (SCHAUMBURG IL)

MO

11/13/1997 - 04/22/1999

CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)

NY

09/12/1997 - 04/29/1998

H.J. MEYERS & CO., INC. (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 06/14/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Carson Booras. Review regulatory record here.
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