Kelly Camarillo (CRD# 6083261) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mckinney, TX and has over 11 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Mckinney, TX | May 2020 - Current | 4 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - May 2020 | 2 |
| Usaa Financial Advisors, Inc. | Addison, TX | May 2017 - May 2020 | 3 |
| Usaa Financial Planning Services | Addison, TX | May 2017 - May 2020 | 3 |
| H.d. Vest Financial Services | Irving, TX | Mar 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
| S63 | Uniform Securities State Law Examination | Aug 2012 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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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