RC
RC

Richard Camarda

42 Years of Experience
Southport, CT
1 DisclosureBroker

Richard Camarda is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Southport, CT, with 42 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

107 John Street, Suite 2, Southport, CT, 06890

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Settled
Other Business Activities

Richard is the owner of Southport Financial Group, where he works as a branch manager and sells securities. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2012 - Present · 14 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2012 - Present · 14 yrs 3 mos
Raymond James Financial Services, INC.
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - July 2012 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2012 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.
October 1986 - January 2008 · 21 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
May 1986 - January 2008 · 21 yrs 8 mos
First Jersey Securities, INC.Broker
March 1984 - May 1986 · 2 yrs 2 mos
State Registrations23 states
ALAZCACTFLILMAMDMEMNNCNHNJNYOHORPASCTXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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