Ernest
Carrera
Iht Wealth Management LLC
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About this Advisor
Ernest Carrera is a financial advisor operating out of Tampa, Florida who has 3 years of relevant experience. Carrera is on the advisory team at Iht Wealth Management LLC. Over the course of their career, Carrera has held roles at Pointe Capital, Inc, Lpl Financial LLC, Carrera Financial, Iht Wealth Management LLC, Independent Financial Partners and Wealthcare Advisory Partners, LLC Dba Carrera Financial. Carrera maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Iht Wealth Management LLC is a financial advisory firm operating out of Chicago, IL. It has offices in 67 locations and a total of 219 financial advisors. It controls $4 billion in assets under management between its 18,644 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 51 charitable organizations. Of its 18,644 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types billed by Iht Wealth Management LLC likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iht Wealth Management LLC Brokerage Details
$4,373,565,753
219
18,644
$234,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ernest Carrera Work History
Ernest has been registered as a financial advisor for 3 years.*
Iht Wealth Management LLC
Lpl Financial LLC
Wealthcare Advisory Partners, LLC Dba Carrera Financial
Independent Financial Partners
Carrera Financial
Pointe Capital, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ernest Carrera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iht Wealth Management LLC
Chicago, IL
Freeport, IL
Phoenix, AZ
New York, NY
San Antonio, TX
Overland Park, KS
Chicago, IL
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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