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Michael Edward Camferdam

Osaic Wealth, Inc.

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About Michael Edward Camferdam

Michael Edward Camferdam is a financial advisor currently working for Osaic Wealth, Inc. based in Pensacola, Florida. Michael has been in the financial industry for over 30 years and is a Certified Financial Planner. Michael holds registrations in multiple states including Florida, Georgia, Mississippi and others, and has a strong background in providing investment advisory services. Michael is committed to helping clients achieve their financial goals and offers a variety of financial services including financial planning, pension consulting, educational seminars and portfolio management.

Firm Information

Michael Camferdam is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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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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Michael Camferdam’s Registration & Firm History

FL

10/07/2019 - Present

Osaic Wealth, Inc. (PENSACOLA FL)

FL

02/13/2013 - 04/11/2013

RAYMOND JAMES & ASSOCIATES, INC. (PENSACOLA FL)

FL

04/12/2001 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (PENSACOLA FL)

AL

01/21/1992 - 04/12/2001

REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)

NA

06/11/1990 - 09/24/1991

EDEN FINANCIAL FUNDS GROUP, INC.

CA

11/30/1988 - 07/24/1991

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NA

07/17/1987 - 12/17/1988

INTEGRATED RESOURCES EQUITY CORPORATION

NA

01/26/1987 - 08/06/1987

SHEARSON LEHMAN BROTHERS INC.

NA

09/24/1985 - 02/02/1987

THE ROBINSON-HUMPHREY COMPANY INC.

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Licenses & Designations

IA

Issued 11/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1985

Series 3 - National Commodity Futures Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 28 public disclosures for Michael Edward Camferdam. Review regulatory record here.
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