Camden NuneryCRD Number: 6513369
Current Firm: Keel Point, LLC
Camden Nunery (CRD# 6513369) is an Investment Advisor Representative working at Keel Point, LLC in Fairfax, VA and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Keel Point Capital, LLC||Vienna, VA||Mar 2018 - Current||3|
|Barclays||New York, NY||Jul 2016 - Mar 2018||1|
|Harvard Law School||Cambridge, MA||Sep 2013 - Jun 2016||2|
|Mit Investment Management Company||Cambridge, MA||Feb 2015 - Nov 2015||< 1|
|Mit Sloan Center For Finance And Policy||Cambridge, MA||Jan 2014 - May 2014||< 1|
|Commodity Futures Trading Commission||Washington, DC||Jun 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management2,618MILLIONS
Total Number of Accounts5,770ACCOUNTS
Average Account Value$453,680
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.