Carter Taylor, CFP®

VP - Sr. Financial Consultant

+1 310-712-3855

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1995-present

Education

  • BS, Earth Sciences and Physics, University of California, San Diego

Personal interests and affiliations

  • Habitat for Humanity, Treasurer, Director and Construction Leader 1995-2000
  • Beverly Hills Estate Planning Council Member

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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