Caroline ClarkCRD Number: 7205110
Current Firm: Charles Schwab & Company, Inc.
Caroline Clark (CRD# 7205110) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Salt Lake City, UT and has 1 year of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Charles Schwab & Company, Inc.||Salt Lake City, UT||Jul 2021 - Current||< 1|
|Charles Schwab Bank Ssb||Salt Lake City, UT||Jul 2021 - Current||< 1|
|University Of Utah||Salt Lake City, UT||May 2020 - Jun 2021||1|
|University Of Utah||Salt Lake City, UT||May 2020 - Aug 2020||< 1|
|Northwestern Mutual||Salt Lake City, UT||Dec 2019 - May 2020||< 1|
|Aaa Fair Credit Foundation||Salt Lake City, UT||Sep 2019 - Nov 2019||< 1|
|Student||Scottsdale, AZ||May 2019 - Sep 2019||< 1|
|Snowbird Ski Resort||Snowbird, UT||Nov 2018 - May 2019||< 1|
|Xcel Fitness||Holladay, UT||Aug 2018 - Nov 2018||< 1|
|Student||Scottsdale, AZ||Aug 2017 - Aug 2018||1|
|Baked Bear||Scottsdale, AZ||May 2017 - Aug 2017||< 1|
|Student||Scottsdale, AZ||May 2014 - May 2017||3|
|True Food Kitchen||Scottsdale, AZ||Mar 2014 - May 2014||< 1|
|Student||Student, AZ||Jan 2008 - Mar 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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, 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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