Carlos Luis Cortez is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-11-10 | present | Yes |
| VICTORY CAPITAL MANAGEMENT INC. | 2021-09-09 | 2021-09-20 | — |
| USAA INVESTMENT SERVICES COMPANY | 2009-10-22 | 2021-01-13 | — |
| USAA FINANCIAL PLANNING SERVICES | 2009-01-02 | 2009-10-22 | — |
| USAA INVESTMENT SERVICES COMPANY | 2006-08-21 | 2008-12-31 | — |
| USAA FINANCIAL PLANNING SERVICES | 2001-03-19 | 2006-08-21 | — |