Louis Benjamin Carpenter

Employer firm

Azzendo Wealth Advisors CRD 145919

$300M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1988 → Present
  Lb Carpenter Cpa, Pa
  Coral Gables, FL
• 05/2011 → Present
  Cathy Pareto And Associates
  Coral Gables, FL

Previous Registrations

• 2006-06-02 → 2010-12-31
  Ic Advisory Services, Inc.
  Bridgewater, NJ
• 2004-10-22 → 2006-10-02
  The Investment Center, Inc.
  Dania, FL
  Dania Beach, FL

Other Businesses

1)LB CARPENTER CPA, PA. 420 S. DIXIE HWY, #2B, CORAL GABLES, FL 33146, OWN BUSINESS 160 PER MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-20

Designations

• Certified Financial Planner

Other Names

• Jb Carpenter
• Lb Carpenter