Ernest Paul Carrera
Investment adviser representative at Iht Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$9.8BFirm assets
12 yearsFirm in business
Are you Ernest Paul Carrera? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Iht Wealth Management LLCFeb 2020 to now
- LPL Financial LLCJul 2015 to now
- Wealthcare Advisory Partners, LLC dba Carrera FinancialMay 2019 to Feb 2020
- Independent Financial PartnersJan 2016 to May 2019
- Carrera FinancialAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Iht Wealth Management LLC
$9.8BAssets managed
25,536Clients
160Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2398888
- Firm CRD
- 171481