Shawn CarvalhoCRD Number: 2976799
Current Firm: Charles Schwab & Company, Inc.
Shawn Carvalho (CRD# 2976799) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carlsbad, CA and has over 19 years of experience in the finance industry.
O'reilly Wealth Advisors
John P. Dubots Capital Management, LLC
Heyman Investment Counseling LLC
|Charles Schwab Bank||Temecula, CA||Feb 2005 - Current||12|
|Charles Schwab & Company, Inc.||Temecula, CA||Apr 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S66||NASAA Uniform Combined State Law Examination||Oct 2000|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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