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Clifford Jonathan Camarda

Camarda Wealth Advisory Group

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About Clifford Jonathan Camarda

Clifford Camarda is a financial advisor with Camarda Wealth Advisory Group. Clifford has been in the industry for over 20 years. He is a Certified Financial Planner and a Chartered Financial Consultant. Clifford has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Clifford is also registered with the state of Florida and Texas.

Firm Information

Clifford Camarda is currently registered with Camarda Wealth Advisory Group. Camarda Wealth Advisory Group is a registered investment advisor based in Fleming Island, FL. The firm provides financial planning, pension consulting, and portfolio management services for individuals and businesses. They manage approximately $331 million in assets for 1207 clients.
Camarda Wealth Advisory Group

4371 HWY 17 #201

FLEMING ISLAND, FL 32003

$331.15M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clifford Camarda’s Registration & Firm History

FL

11/11/2021 - Present

Camarda Wealth Advisory Group (FLEMING ISLAND FL)

MO

03/26/2001 - 09/01/2004

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

MA

03/04/1996 - 12/31/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

03/04/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

06/30/1993 - 08/30/1994

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

06/30/1993 - 08/30/1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 07/11/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Clifford Jonathan Camarda. Review regulatory record here.
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