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Featured Business Financial Advisor in Orlando, FL
Orlando Financial Advisors
Camarda Wealth Advisors, LLC
Orlando Office
Orlando, FL 32789
(800) 262-1083
“Real Wealth Leadership”
Advisor Profile
Dr.Jeff Camarda
Name:  Dr.Jeff Camarda
Phone Number:  (800) 262-1083
Website:  Visit Website
Disclosure Link:
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Disclaimer
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About Camarda Wealth Advisors, LLC

Camarda Wealth is nationally recognized and has been advising
successful families and managing their portfolios for decades.
Beyond CFA-grade fiduciary fee-only portfolio management,
Camarda offers highly credentialed expertise in tax, estate,
asset protection, retirement income and other advanced
planning. This rare combination of sophisticated knowledge can
help families and business owners make and keep far more
wealth than may be possible with less capable advisors.

Firm leader Jeff Camarda, PhD, CFA, E.A., has been repeatedly
named by Barronıs as one of the best financial advisors in
America. Barronıs calls ranked advisors like Jeff Camarda
the best people in the business and truly great financial
advisors and says that they are accepted in the industry as
the top 1% who set the highest standards of their
profession. He led the successful fight to compel the CFP
Board to require honest disclosure of hidden commissions and
other consumer pitfalls, had his advice featured in the Wall
Street Journal for years, and quoted as a financial expert in
the national press for decades. Camarda Wealth is A+ rated by
the Better Business Bureau. Besides Barronıs, Jeff and the
firm have been regularly top-ranked by notable industry groups
such as the National Association of Board Certified Advisory
Practices, Bloombergıs Wealth Manager, and others. Dr.
Camardaıs also an award-winning academic researcher,
specializing in advisor education and professionalism, senior
financial literacy, and value stock investing. His hobbies
include boating, art and antiques. He is active in Boy
Scouting at both the unit and regional board levels.
 

General Information

Gender:    Male
CRD#:    1321857
SEC File#:    801-61028
Name of Broker/Dealer:    no broker dealer no investment commissions we are fee only
Name of Custodial Firm:    TD, Schwab, DFA
States Licensed in:    Federal registration
States Willing to do Business in:    Saint Augustine
Years of Experience in Financial Services:    33
Number of Years with Current Firm:    27
I work with the following types of clients:    Businesses, Individual Investors
 

Education

Academic Background
 
Bachelor of Science degree - University of New York
 

Services

Investment Types:    Mutual Funds, Real Estate, Exchange Traded Funds (ETFs), Stocks, Bonds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA), Masters in Financial Services (MSFS), PhD Financial Planning, Enrolled Agent (EA)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Health
Financial Organization Memberships:    Paladin Registry, Academy of Financial Serivces
 

Firm Information

Firm's Number of Clients:    450
Firm's Number of Planning Clients:    450
Firm's Number of Managed Clients:    450
Assets Managed by Firm:    $250M
Assets Managed by Advisor:    $250M as CIO
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    500,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Dr.Jeff Camarda

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