Louis Benjamin Carpenter
Investment adviser representative at Azzendo Wealth Advisors
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$300.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Azzendo Wealth AdvisorsJun 2011 to now
- Cathy Pareto and AssociatesMay 2011 to now
- Lb Carpenter Cpa, PaAug 1988 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Azzendo Wealth Advisors
Legal name: Cathy Pareto and Associates, Inc.
$300.1MAssets managed
245Clients
5Advisers
9 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
- 4760892
- Firm CRD
- 145919