MD
CFP
MD
CFP
Michael Dicambio
36 Years of Experience
Newport Beach, CA
1 DisclosureBroker
Michael Dicambio is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Newport Beach, CA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
620 Newport Ctr Dr, Suite 900, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2009Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
September 2019 - August 2023 · 3 yrs 11 mos
Oppenheimer & CO. INC.
September 2019 - August 2023 · 3 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2019 · 6 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2019 · 6 yrs 11 mos
Chase Investment Services CORP.
September 2009 - October 2012 · 3 yrs 1 mo
Chase Investment Services CORP.Broker
September 2009 - October 2012 · 3 yrs 1 mo
Wells Fargo Investments, LLCBroker
April 2006 - September 2009 · 3 yrs 5 mos
Wells Fargo Investments, LLC
April 2006 - September 2009 · 3 yrs 5 mos
Commonwealth Financial Network
December 2004 - May 2006 · 1 yr 5 mos
Commonwealth Financial NetworkBroker
December 2004 - May 2006 · 1 yr 5 mos
Banc of America Investment Services, INC.
September 2000 - August 2004 · 3 yrs 11 mos
Banc of America Investment Services, INC.Broker
July 1999 - August 2004 · 5 yrs 1 mo
Ba Investment Services, INC.Broker
May 1992 - July 1999 · 7 yrs 2 mos
Gna Securities, INC.Broker
November 1990 - June 1992 · 1 yr 7 mos
Painewebber IncorporatedBroker
September 1989 - October 1990 · 1 yr 1 mo
State Registrations8 states
AZCAMDNVSCTNTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.