Business Description

Overview The organization that has become Camarda Financial Advisors, Inc. was founded in 1989 in Orange Park, Florida by Jeffrey Camarda, inventor of the trademarked ISIS process. Camarda Financial Advisors is an independent, fee-only Registered Investment Advisor. Our corporate headquarters are on Fleming Island, Florida, in the southwest quadrant of the Jacksonville metroplex. At Camarda Financial Advisors, the interests of our clients always come first. This isn't just lip service; it is a deeply driven corporate value. Our motto - Invest In Integrity - really says it all. Whether your goals are to build substantial net worth for you and your family, or just to get comfortably through retirement without running out of money, our Chartered ISIS Practitioners are ready to objectively help you get there without commissions, products, or sales pressure.

General Information

Gender:

Male

CRD#:

1321857

SEC File#:

801-61028

Name of Custodial Firm:

Fidelity, Schwab

States Licensed in:

CT, FL, GA, ME, MD, MA, HN, NY, NC, RI, VT, WI

States Willing to do Business in:

Nationwide

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

Bachelor of Science degree - University of New York

Services

Investment Types:

Real Estate, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA), Doctoral Degree, Chartered Life Underwriter (CLU®), Certified Fund Specialist (CFS)

Financial Organization Memberships:

National Association of Personal Financial Advisors (NAPFA)

Firm Information

Number of Advisors in Office:

10 - 99 employees

I work with clients as part of a team:

Yes

Assets Managed by Firm:

Yes

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

500,000

Compensation Methods:

Based on Assets

Prepared By:

Jeffrey Camarda