Katie Carpenter (CRD# 6913334) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Franklin, TN and has over 5 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Franklin, TN | Aug 2019 - Current | 4 |
| Charles Schwab & Company, Inc. | Franklin, TN | Feb 2018 - Current | 6 |
| Unemployed | North Richland Hills, TX | Dec 2017 - Feb 2018 | < 1 |
| Full Time Student Student | Stillwater, OK | Aug 2014 - Dec 2017 | 3 |
| Ally Financial | Lewisville, TX | May 2017 - Aug 2017 | < 1 |
| In-n-out Burger | Hurst, TX | Apr 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- TN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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