GC
Gilberto M. Carmona
LATITUDE ADVISORS
Forest City, NC 28043
Some features on this profile are disabled
CRD#: 6118907
GC
Professional summary
Gilberto Matthew Carmona, who also goes by Gilberto Carmona, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Forest City, North Carolina.
Gilberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Gilberto has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gilberto Carmona
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Carmona Business Solutions LLC~'NIR'~113 Whitesides Road~Rutherfordton~NC~28139~Construction~President~2/21/2017~20hrs~10hrs~Prepare bids for large construction projects for bidding contractors|Ecomac USA LLC~'NIR'~226 S Trade St~Tryon~NC~28782~Manufacturing~Partner/General Partner~9/22/2016~2hrs~0hrs~Accounting and management|Gilbert Talks Taxes Radio Program~'NIR'~113 Whitesides Rd~Rutherfordton~NC~28139~Media~Other~1/13/2017~4hrs~4hrs~Radio Program to help educate people about taxes, accounting, and business issues.|Gilbert M. Carmona Tax Service~'NIR'~249 Shady Woods Lane~Rutherfordton~NC~28139~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~1/1/2005~120hrs~80hrs~Provide accounting and tax preparation services to individuals.|International Surface Finishing Academy, LLC~'NIR'~113 Whitesides Road~Rutherfordton~NC~28139~Engineering Services~Director/Officer~2/12/2013~5hrs~0hrs~Bookkeeping and Registered Agent|
Latitude Advisors, LLC 07/03/18-present 113 Whiteside Road Rutherfordtown NC 28139 - advisory services to clients - 5% of time spent,
CRS (Client Relationship Summary) - RIA
Click below to view Gilberto Matthew Carmona's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 9, 2018 - Present
LATITUDE ADVISORS, LLC
Office #1: 704 Oak St, Forest City, NC 28043RIA
CRD#: 151001
Forest City, NC
Past
June 23, 2018 - July 9, 2018
GWN SECURITIES INC.
RIA
CRD#: 128929
FOREST CITY, NC
Past
April 2, 2018 - August 23, 2023
GWN SECURITIES INC.
BD
CRD#: 128929
FOREST CITY, NC
Past
October 30, 2012 - April 6, 2018
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
RUTHERFORDTON, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(7/9/2018)
IAR
Texas(6/5/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
