Carol Kaufman, financial advisor Coral Gables FL

Carol Kaufman

CRD Number: 2880949
Current Firm: Firestone Capital Management Inc.

Carol Kaufman (CRD# 2880949) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has over 26 years of experience in the finance industry. Carol Kaufman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Firestone Capital Management, Inc. Coral Gables, FL Sep 1997 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Carol G. Kaufman
Phone Number: (305) 669-2119
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    593
    MILLIONS
  • Total Number of Accounts
    1,125
    ACCOUNTS
  • Average Account Value
    $526,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, GA, IL, MA, NC, NH, NM, NY, PA, TN, TX, VA, WA

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