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Camillo Cicchini

34 Years of Experience
Roseville, CA
2 DisclosuresBroker

Camillo Cicchini is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Roseville, CA, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2200 Douglas Blvd, Ste B-150, Roseville, CA, 95661

Get directions

History

Regulatory History (2)
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
January 2004
Settled
Customer Dispute
March 2002
Settled
Other Business Activities

Camillo is the president/owner and branch manager of Beacon Wealth Strategies, and president/CEO of Beacon Wealth Strategies LTD. He dedicates minimal time to these support company roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 1998 - Present · 27 yrs 11 mos
Previous Registrations
Raymond James Financial Services
July 2002 - January 2009 · 6 yrs 6 mos
Interfirst Capital CorporationBroker
June 1991 - August 1998 · 7 yrs 2 mos
State Registrations27 states
ARAZCACOFLGAHIIDILKYMAMINCNENJNMNVNYOHOKORPATNTXUTVAWA
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.
Camillo Cicchini - Financial Advisor | TrueAdvisor