Nicole
Flores Santos

Intercam Advisors, Inc

CRD#7703410
Investment Advisor
in Miami, FL

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About this Advisor

Nicole Flores Santos is a financial advisor based in Miami, Florida, working with Intercam Advisors, Inc. Nicole has previously held positions at Universidad De Puerto Rico Cayey Campus, Bath And Body Works, Montehiedra Home Estates, LLC, Intercam Securities, Inc, and Intercam Advisors, Inc. Nicole has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Nicole is part of Intercam Advisors, Inc, which operates out of Miami, Florida. The firm has 25 employees and manages assets totaling $121.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Intercam Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1221 Brickell Avenue Suite 200
Miami, FL 33131

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Intercam Advisors, Inc Brokerage Details

Total Assets Under Management

$121,387,320

FL Average: $1,855,561,029
Total Number of Employees

25

FL Average: 62
Total Number of Accounts

100

FL Average: 2,474
Average Account Size

$1,213,873

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Nicole Flores Santos Work History

2024 - Present (0 year)

Intercam Advisors, Inc

2023 - Present (1 year)

Intercam Securities, Inc

2018 - 2023 (5 years)

Montehiedra Home Estates, LLC

2014 - 2018 (4 years)

Bath And Body Works

2013 - 2014 (1 year)

Universidad De Puerto Rico Cayey Campus

Disclosures

Please visit the SEC profile of Nicole Flores Santos 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 Intercam Advisors, Inc

Alex Matar Agundis
Miami, FL
Juan Alvarado
Miami, FL
Eric Simon
Miami, FL
Josue Chavez
Miami, FL
Jose Cobian Moran
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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