Jaime Carmona, financial advisor Wake Forest NC
93 score

Jaime Carmona

CRD Number: 5545849
Current Firm: Lpl Financial LLC

Jaime Carmona (CRD# 5545849) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Raleigh, NC Jan 2012 - Current 6
Edward Jones St. Louis, MO Jun 2008 - Jan 2012 3
Unemployed Greenville, NC May 2008 - Jun 2008 < 1
East Carolina University Greenville, NC Aug 2002 - May 2008 5
Daily Grind Cafe And Dessertery Greenville, NC May 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Jaime G. Carmona
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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