Mitchell Omar Carr

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

• 08/2013 → 09/2017
  Lpl Financial
  Frisco, TX
• 09/2017 → Present
  Charles Schwab & Co., Inc.
  Plano, TX

Previous Registrations

• 2013-08-26 → 2017-09-26
  Lpl Financial Llc
  Fresno, TX
  San Diego, CA
• 2011-04-13 → 2013-08-14
  Ameriprise Financial Services, Llc
  Dallas, TX
  Minneapolis, MN
  Plano, TX
• 2005-11-09 → 2007-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, ME
  Boston, MA
  New York, NY
  Portland, ME

Other Businesses

1) Queen City Restaurant Supply | Investment Related:No|3582 Spring Grove Ave|Cincinnati|OH|45223|USA|Restaurant/Food Services|Board Member|1/27/2025|Less than 20|0|My brother owns Queen City Restaurant Supply in Cincinnati, OH, He is offering me non-voting ownership and a seat on his board. I will not have any day to day responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-11
• S66 Uniform Combined State Law Examination
  2005-06-24
• S63 Uniform Securities Agent State Law Examination
  1999-02-03

Other Names

• Mitchell Carr
• Mitch Carr