Andrea Camoin (CRD# 2550502) is an Investment Advisor Representative working at Smith Brothers Financial, LLC in West Hartford, CT and has over 24 years of experience in the finance industry. Andrea Camoin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smith Brothers Financial, LLC | Glastonbury, CT | Jan 2023 - Current | 1 |
| Lpl Financial LLC | Glastonbury, CT | Jan 2023 - Current | 1 |
| M Holdings Securities, Inc. | Portland, OR | Feb 2021 - Jan 2023 | 1 |
| Mariner Financial Group, LLC | Glastonbury, CT | Feb 2017 - Jan 2023 | 5 |
| Lpl Financial LLC | Glastonbury, CT | Jul 2011 - Feb 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- CT
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Total Assets Under Management847MILLIONS
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Total Number of Accounts387ACCOUNTS
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Average Account Value$2,187,431
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, MA, NH, NJ, NY, RI, TX
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