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Kimberly Ann Camarda

Camarda Wealth Advisory Group

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About Kimberly Ann Camarda

Kimberly Camarda is a financial advisor with Camarda Wealth Advisory Group. Kimberly has been in the industry since 1994. Kimberly has a Series 66 license and specializes in financial planning, pension consulting, and portfolio management. Kimberly has experience working with high net worth individuals and pension and profit-sharing plans. Kimberly also manages rental properties as part of a separate business.

Firm Information

Kimberly 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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Kimberly Camarda’s Registration & Firm History

FL

03/01/2019 - Present

Camarda Wealth Advisory Group (FLEMING ISLAND FL)

MO

09/13/1999 - 09/01/2004

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

NJ

07/31/1998 - 02/25/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NE

06/07/1994 - 06/15/1998

WATERHOUSE SECURITIES, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 09/09/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2002

Series 24 - General Securities Principal Examination

BC

Issued 07/25/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Ann Camarda.
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