Caratel Financial Services, Inc.

Caratel Financial Services, Inc. (CRD# 120413) is a financial advisory firm headquartered in Plantation, FL. They manage $34,663,754 in 43 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $806,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, TX

Financial Advisors at Caratel Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Barry G. Katz
CRD#: 2530042
1856 N Nob Hill Road, #265, Plantation, FL 33322
95
Wealthminder
score

Barry Katz (CRD# 2530042) is an Investment Advisor Representative working at Caratel Financial Services, Inc. in Plantation, FL and has 27 year of experience in the finance industry. Barry Katz 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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