Carlos Chavez

from Balanz
SEC regulated
Regulated Investment Advisor
Carlos Chavez is a financial advisor based in Florida, Coral Gables, with 33 years of experience. Carlos currently works for Balanz. Carlos maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Carlos Chavez works at Balanz
Balanz is a financial advisory firm based in Coral Gables, Florida. It currently has approximately $139,942,926 of assets under management and employs about 5 people. Balanz uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
26 years
Fee structure
and a percentage of assets under your management
Office location
2811 Ponce De Leon Blvd., Suite 710, Coral Gables, Florida, 33134

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