Olga Camargo, financial advisor Chicago IL

Olga Camargo

CRD Number: 4893843
Current Firm: Centric Wealth Management, LLC

Olga Camargo (CRD# 4893843) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Chicago IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Chicago IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Company Name Location Dates Years
Centric Wealth Management, LLC Chicago, IL May 2023 - Current < 1
Toroso Investments, LLC Chicago, IL Dec 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Olga Camargo
Phone Number: 312-429-6100
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    659
    MILLIONS
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $461,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, MI, MN, NC, OH, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.