Camilo Betancur (CRD# 6873692) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 5 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc., | Easton, MA | Nov 2023 - Current | < 1 |
| Citizens Securities, Inc. | Johnston, RI | Aug 2022 - Nov 2023 | 1 |
| Santander Bank, Na | Boston, MA | Apr 2019 - Aug 2022 | 3 |
| Santander Securities, LLC | Dorchester, MA | Apr 2019 - Aug 2022 | 3 |
| Citizens Bank | East Providence, RI | May 2018 - Apr 2019 | < 1 |
| Citizens Securities, Inc. | East Providence, RI | May 2018 - Apr 2019 | < 1 |
| Ideal Cleaning | Warwick, RI | May 2013 - Apr 2018 | 4 |
| Commonwealth Financial Network | Waltham, MA | Oct 2017 - Nov 2017 | < 1 |
| University Of Rhode Island | Kingston, RI | Sep 2013 - May 2017 | 3 |
| Mansion Nursing Home | Pawtucket, RI | Jan 2016 - Jun 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- FL
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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