Adam Camacho, financial advisor Grand Junction CO

Adam Camacho

CRD Number: 5300994
Current Firm: Avera Capital Wealth Management

Adam Camacho (CRD# 5300994) is an Investment Advisor Representative working at Avera Capital Wealth Management in Grand Junction, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Avera Capital Wealth Management Grand Junction, CO Jul 2021 - Current 2
Equitable Advisors, LLC New York, NY Feb 2007 - Jul 2021 14
Axa Advisors, LLC New York, NY Feb 2007 - Jun 2020 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Adam K. Camacho
Phone Number: 970-361-3874
Firm Website: http://www.averacap.com
Registered State(s):
  • CO
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $202,299
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CO, ID, TX, UT

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