Jose Camarena (CRD# 7204932) is an Investment Advisor Representative working at Buckingham Strategic Partners, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buckingham Strategic Wealth, LLC | Clayton, MO | Feb 2024 - Current | < 1 |
| Charles Schwab & Company, Inc. | St. Louis, MO | Apr 2022 - Feb 2024 | 1 |
| Td Ameritrade | Town And Country, MO | Dec 2019 - Feb 2024 | 4 |
| State Of Illinois Department Of Human Services | Collinsville, IL | Jan 2016 - Sep 2019 | 3 |
| Home Depot Usa, Inc. | Edwardsville, IL | Sep 2015 - Aug 2016 | < 1 |
| Fca, Inc. | Kankakee, IL | Jun 2015 - Aug 2015 | < 1 |
| Autozone Inc. | Champaign, IL | Aug 2014 - May 2015 | < 1 |
| Autozone Inc. | Bourbonnais, IL | Jun 2014 - Aug 2014 | < 1 |
| Gilman Auto Parts, Kraft Inc. | Gilman, IL | Jun 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- MO
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Total Assets Under Management27,226MILLIONS
-
Total Number of Accounts81,196ACCOUNTS
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Average Account Value$335,316
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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