Carlos Lemos, financial advisor Aventura FL
90 score

Carlos Lemos

CRD Number: 5962884
Current Firm: Kawa Capital Management, Inc.

Carlos Lemos (CRD# 5962884) is an Investment Advisor Representative working at Kawa Capital Management, Inc. in Aventura, FL and has over 5 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Aventura FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Aventura FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Jonathan Cameron, financial advisor Aventura FL
Jonathan G. Cameron
CRD# 5301972
Camerondowning, LLC
Score
103
Company Name Location Dates Years
Kawa Capital Management, Inc. Aventura, FL Sep 2007 - Current 9
Balka Group Miami Beach, FL Jan 2004 - Sep 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Carlos F. Lemos
Phone Number: 305-560-5200
Firm Website: http://www.kawa.com/
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    599
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $26,053,525
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.