Carson Booras

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 01/2021
  Tdameritrade Inc
  Chicago, IL
• 01/2021 → 05/2022
  Lpl Financial Llc
  Yorkville, IL
• 05/2022 → 03/2023
  Aw Securities
  Folsom, CA
• 05/2022 → 03/2023
  Allworth Financial
  Folsom, CA
• 04/2023 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL

Previous Registrations

• 2022-06-21 → 2023-03-31
  Allworth Financial, L.P.
  Yorkville, IL
• 2021-02-09 → 2022-05-27
  Lpl Financial Llc
  Yorkville, IL
  Fort Mill, SC
• 2008-10-27 → 2021-01-06
  Td Ameritrade, Inc.
  Chicago, IL
• 2000-08-21 → 2008-09-08
  Charles Schwab & Co., Inc.
  Schaumburg, IL
  St. Charles, IL

Other Businesses

(1) 12/29/2021 - No Business Name - Investment Related - Plainfield, IL - Real Estate Rental - Start Date 06/2007 - 1 Hours Per Month/0 Hours During Securities Trading - Rental property owner.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-14
• S63 Uniform Securities Agent State Law Examination
  1997-10-02

Other Names

• Carson F Booras
• Carson Booras
• Carson F. Booras