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Gilberto Matthew Carmona

Latitude Advisors, LLC

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About Gilberto Matthew Carmona

Gilberto Matthew Carmona is an investment advisor representative associated with Latitude Advisors, LLC. Gilberto has been in the industry for over 10 years and has extensive experience in providing financial planning and portfolio management services to individuals, corporations, and pension plans. Gilberto is also a licensed investment advisor in North Carolina and Texas.

Firm Information

Gilberto Carmona is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Gilberto Carmona’s Registration & Firm History

FL

06/05/2019 - Present

Latitude Advisors, LLC (VERO BEACH FL)

NC

04/02/2018 - 08/23/2023

GWN SECURITIES INC. (FOREST CITY NC)

NC

10/30/2012 - 04/06/2018

HD VEST INVESTMENT SERVICES (RUTHERFORDTON NC)

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Licenses & Designations

IA

Issued 06/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gilberto Matthew Carmona.
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