Juan Camacho (CRD# 7323384) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fountain Valley, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach, CA | Dec 2020 - Current | 3 |
| Bank Of America, N.a. | Newport Beach, CA | Dec 2020 - Current | 3 |
| Wells Fargo | Fountain Valley, CA | Mar 2018 - Dec 2020 | 2 |
| Chevron Stations, Inc. | Tustin, CA | Jul 2017 - Mar 2018 | < 1 |
| Unemployed (student Status) | Fullerton, CA | Oct 2015 - Jul 2017 | 1 |
| Burlington Stores | Huntington Beach, CA | Jul 2015 - Oct 2015 | < 1 |
| Unemployed (minor & Student) | Santa Ana, CA | Jan 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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