Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clint? Claim Your ProfileClint Camua is a financial advisor at EP Wealth Advisors, based in Torrance, California. Clint has been in the industry since 1993 and is registered to provide investment advice in California. Clint has several certifications, including a Series 7, Series 63, Series 10, Series 31, and Series 65. Clint also holds the Certified Financial Planner designation. Clint has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and businesses. Clint specializes in retirement planning, portfolio management, financial planning, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
EP Wealth Advisors (TORRANCE CA)
CA
02/25/2009 - 03/09/2011
SECURITIES SERVICE NETWORK, INC. (TORRANCE CA)
CA
02/04/2008 - 02/17/2009
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TORRANCE CA)
CA
10/13/2005 - 11/27/2006
MULTIPLE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
TX
02/12/1998 - 10/10/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
03/17/1994 - 01/29/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
12/03/1993 - 01/14/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 12/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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