Bryan Carter, CFP®

VP - Financial Consultant

+1 571-635-4581

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • VP - Financial Consultant, Fidelity Investments, 2018-2022
  • Financial Consultant, Fidelity Investments, 2013-2018
  • Investment Consultant, Fidelity Investments, 2012-2013
  • Financial Representative, Fidelity Investments, 2011-2012
  • Director, Business Management, Fidelity Investments, 2007-2011

Education

  • Executive Management, MBA, St. John's University
  • Broadcast Journalism, BS, Syracuse University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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