RC
RC
Richard Camacho is a registered investment advisor, based in Fresno, CA, with 19 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5200 N. Palm Ave, Suite 312, Fresno, CA, 93704
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2014Closed-No Action
Other Business ActivitiesSells Insurance
Richard owns Concurrent Partners, a personal investment, and R Anthony Camacho Advisory Services, Inc., a holding company. He also works full-time as an investment advisor for Concurrent Investment Advisors dba Fig Garden Wealth Management Group and spends a few hours per week as an insurance agent selling fixed insurance.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2023 - Present · 3 yrs 6 mos
Concurrent Investment Advisors, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
November 2017 - April 2023 · 5 yrs 5 mos
Raymond James Financial Services Advisors, INC
November 2017 - April 2023 · 5 yrs 5 mos
Ameriprise Financial Services, INC.Broker
January 2014 - November 2017 · 3 yrs 10 mos
Ameriprise Financial Services, INC.
January 2014 - November 2017 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
October 2010 - January 2014 · 3 yrs 3 mos
Wells Fargo Advisors, LLCBroker
September 2010 - January 2014 · 3 yrs 4 mos
LPL Financial CorporationBroker
January 2009 - August 2010 · 1 yr 7 mos
Pruco Securities, LLC.Broker
November 2007 - January 2009 · 1 yr 2 mos
New England SecuritiesBroker
May 2007 - December 2007 · 7 mos
State Registrations7 states
AZCAIDNVORTXWA
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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