Carlota B. Venegas
Professional summary
Carlota Bjork Venegas, CFP®, who also goes by Carlota Bjork Khavari, Carlota Venegas, is a registered financial advisor currently at RAVEN WEALTH ADVISORS located in Pasadena, California.
Carlota is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Carlota has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carlota Bjork Venegas's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
March 6, 2026 - Present
RAVEN WEALTH ADVISORS
Office #1: 680 E Colorado Blvd. Suite 180, Pasadena, CA 91101May 8, 2020 - March 6, 2026
CLIFFORD SWAN INVESTMENT COUNSELORS
May 1, 2014 - February 20, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
April 17, 2014 - February 20, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
February 25, 2008 - May 1, 2008
LPL FINANCIAL LLC
February 25, 2008 - May 1, 2008
LPL FINANCIAL LLC
May 31, 2004 - March 3, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
May 20, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
May 20, 2004 - March 3, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/6/2026)
Exams
Current Firm
RAVEN WEALTH ADVISORS
CRD#: 339849 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RAVEN WEALTH ADVISORS
CRD#: 339849Pasadena, CA 91101TRUST BUT VERIFY
Monitor Carlota Venegas
Get automatic monthly alerts on:
