David CamarilloCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management1,005MILLIONS
Total Number of Accounts3,985ACCOUNTS
Average Account Value$252,254
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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