Carlos Incera
Carlos Incera is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Coral Gables, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2100 Salzedo Street, Suite 301-A, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carlos is a director at Incera & Associates, a third-party administrator, and a 50% owner of Incera Financial Group, P.A. He also works as a broker and owner at Integrated Financial Services, Inc., selling health insurance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
New England SecuritiesBroker
State Registrations10 states
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