Ernest Carrera, financial advisor Tampa FL

Ernest Carrera

CRD Number: 2398888
Current Firm: Iht Wealth Management LLC

Ernest Carrera (CRD# 2398888) is an Investment Advisor Representative working at Iht Wealth Management LLC in Tampa, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Iht Wealth Management LLC Tampa, FL Feb 2020 - Current 4
Lpl Financial LLC Tampa, FL Jul 2015 - Current 8
Wealthcare Advisory Partners, Llc Dba Carrera Financial Tampa, FL May 2019 - Feb 2020 < 1
Independent Financial Partners Tampa, FL Jan 2016 - May 2019 3
Carrera Financial Tampa, FL Aug 2015 - May 2019 3
Pointe Capital, Inc. Boca Raton, FL Oct 2009 - Jul 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Jul 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ernest P. Carrera
Phone Number: 855-295-2828
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,374
    MILLIONS
  • Total Number of Accounts
    18,644
    ACCOUNTS
  • Average Account Value
    $234,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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