linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Razzano

Camarda Wealth Advisory Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Razzano

Thomas Razzano is an investment advisor representative at Camarda Wealth Advisory Group, a firm with its main office in Fleming Island, Florida. Thomas has over 20 years of experience in the financial services industry. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Thomas is registered with the state of Florida.

Firm Information

Thomas Razzano 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Razzano’s Registration & Firm History

FL

02/11/2015 - Present

Camarda Wealth Advisory Group (FLEMING ISLAND FL)

FL

12/04/2013 - 08/21/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

06/03/2011 - 10/09/2013

PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)

FL

07/13/2010 - 06/01/2011

CHARLES SCHWAB & CO., INC. (ORLANDO FL)

FL

07/30/2004 - 04/13/2009

CHARLES SCHWAB & CO., INC. (ORLANDO FL)

TX

06/20/1997 - 07/16/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Thomas Razzano is right for you?

Licenses & Designations

BOTH

Issued 01/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/10/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Razzano.
Not sure if Thomas Razzano is right for you?