Carlos Mena, financial advisor Miami FL

Carlos Mena

CRD Number: 2324329
Current Firm: Intercam Advisors, Inc.

Carlos Mena (CRD# 2324329) is an Investment Advisor Representative working at Intercam Advisors, Inc. in Miami, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Intercam Advisors, Inc. Miami, FL Mar 2020 - Current 4
Intercam Securities Miami, FL Mar 2020 - Current 4
Unemployed Miami, FL Sep 2019 - Mar 2020 < 1
Banorte Asset Management New York, NY Jan 2018 - Sep 2019 1
Banorte Securities International Ltd New York, NY Jul 2006 - Sep 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Carlos A. Mena
Phone Number: 305-377-8008
Firm Website: http://www.intercam.us
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $1,213,873
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CT, FL, TX

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