TC
ChFC
TC
ChFC
Thomas Carreras
37 Years of Experience
1 DisclosureSells Insurance
Thomas Carreras is a ChFC-designated registered investment advisor at Iwg Investment Advisors LLC, based in West Palm Beach, FL, with 37 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only
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Location
West Palm Beach, FL
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Regulatory History (1)
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Customer Dispute
September 2016Settled
Other Business ActivitiesSells Insurance
Thomas sells life and health insurance as President and in sales, dedicating about 10-20% of his time. He also sells and services fixed insurance products through PCRM, LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Iwg Investment Advisors LLC
February 2026 - Present · 2 mos
Previous Registrations
Prime Capital Financial
May 2022 - January 2026 · 3 yrs 8 mos
Private Client Services, LLCBroker
January 2022 - December 2024 · 2 yrs 11 mos
20/20 Capital Management, INC
March 2019 - December 2022 · 3 yrs 9 mos
Ameritas Investment CORP
June 2004 - August 2019 · 15 yrs 2 mos
Ameritas Investment Company, LLCBroker
October 2003 - January 2022 · 18 yrs 3 mos
Intervest International Equities CorporationBroker
October 2001 - October 2003 · 2 yrs
Woodbury Financial Services, INC.Broker
November 1988 - October 2001 · 12 yrs 11 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.