David Camarillo, financial advisor Dallas TX

David Camarillo

CRD Number: 5046278
Current Firm: Smith Anglin Financial, LLC

David Camarillo (CRD# 5046278) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 16 years of experience in the finance industry. David Camarillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Mar 2014 - Current 7
Smith Anglin Financial, LLC Dallas, TX Feb 2014 - Current 7
H D Vest Irving, TX Mar 2007 - Jan 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for David Camarillo
Phone Number: (972) 267-1244
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,005
    MILLIONS
  • Total Number of Accounts
    3,985
    ACCOUNTS
  • Average Account Value
    $252,254
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MD, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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