Cassidy Carlin, CFP®

VP - Financial Consultant

Representative available by appointment only.

+1 910-256-4854

Financial credentials

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

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2022-2024
  • Financial Consultant Academy, Charles Schwab, 2021-2022

Education

  • BS, Financial Economics, BYU-Idaho

Standard mailing address:

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

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