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Eduardo Camacho

Schwab Wealth Advisory, Inc.

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About Eduardo Camacho

Eduardo Camacho is a financial advisor at Schwab Wealth Advisory, Inc. in Santa Barbara, CA. Eduardo is licensed to offer investment advice and securities products in California. He is registered with the state of California as an Investment Advisor Representative and has a Series 63 and Series 65 license. Eduardo is also a Series 7 and SIE licensed representative. He has been a financial advisor since November 2019 and has experience working in the financial services industry at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Blakeslee & Blakeslee. Eduardo is also a former employee of Starbucks, Mindbody and Enterprise. Eduardo has a Bachelor's degree from California State University Chico.

Firm Information

Eduardo Camacho is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Eduardo Camacho’s Registration & Firm History

CA

12/09/2024 - Present

Schwab Wealth Advisory, Inc. (Santa Barbara CA)

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Licenses & Designations

IA

Issued 01/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eduardo Camacho.
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