Charles Schwab & Co., Inc

Investment Advisor
in Orlando, FL
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About this Advisor

Catherine Carpenter is a certified financial planner operating out of Orlando, Florida, who has 12 years of financial industry experience. Carpenter is an employee of Charles Schwab & Co., Inc. Over the course of their career, Carpenter has held roles at Gary Merideth Insurance Agency Inc and Charles Schwab & Co., Inc. Carpenter has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Charles Schwab & Co., Inc is a financial advisory business that has its headquarters in Orlando, Florida. The investment advisory business has offices in 370 locations and a total of 14,879 employees. The firm provides a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which service is offered. Fees charged by Charles Schwab & Co., Inc likely include any blend of hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

1958 Summit Park Dr.
Orlando, FL 32810

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


FL Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Catherine Carpenter Work History

Catherine has 12 years of experience.

2016 - Present (3 years)

Charles Schwab & Co., Inc

2006 - 2016 (10 years)

Gary Merideth Insurance Agency Inc


Catherine Carpenter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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