CA
CA
Carmen Alaimo
26 Years of Experience
Venice, FL
2 DisclosuresBroker
Carmen Alaimo is a registered investment advisor at Wells Fargo Advisors, based in Venice, FL, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
801 East Venice Ave, Unit 4 Suite A, Venice, FL, 34285
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2012Denied
Customer Dispute
August 2003Denied
Other Business Activities
Carmen is the trustee for First Quality Wealth Mgmt Inc 401k & DBP and owns 100% of First Quality Wealth Management Inc. These activities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
May 2010 - Present · 16 yrs
Wells Fargo Advisors Financial Network, LLCBroker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - August 2009 · 1 yr 7 mos
A. G. Edwards & Sons, INC.Broker
June 2002 - January 2008 · 5 yrs 7 mos
American Express Financial Advisors INC.Broker
July 1999 - June 2002 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1999 - June 2002 · 2 yrs 11 mos
State Registrations13 states
CAFLIAMONCNJNYOKPATNTXVAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.