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Paladin Research Report For:

Edward Camp

CFD Investments, Inc

CFP®ChFC®CLU®
3835 Edison Lakes Parkway Suite 300
Mishawaka, IN 46545
574-273-0803

About Edward Camp

Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk.

Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner Professional CLU®, Chartered Life Underwriter® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind.

See Disclosures

General Information

Firm Start Year
  • 1986
No. of Employees
  • 100-499
CRD#
  • 2052301
Firm CRD#
  • 25427
Insurance License#
  • 1074390
Name of Broker/Dealer
  • CFD Investments, Inc.
Name of Custodial Firm
  • National Financial Services
States Licensed in
  • IAR
Years of Experience in Financial Services
  • 32
Number of Years with Current Firm
  • 22
Work Experience
  • Over 30 Years.
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, ChFC®, CLU®
Securities Licenses
  • Series 6, Series 7, Series 24, Series 63
Insurance and Annuity Licenses
  • Variable Life, Long Term Care, Disability, Property, Casualty, Accident, Annuity, Health, Life, Variable Annuity

Firm Information

Firm's Number of Clients
  • 9200
Firm's Number of Planning Clients
  • 9200
Firm's Number of Managed Clients
  • 9200
Assets Managed by Firm
  • 1.15 Billion
Advisor's Number of Clients
  • 200
Assets Managed by Advisor
  • $150,000,000.00

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Flat Fee, Hourly, Based on Assets, Commissions
Fee % Based on Assets
  • 1

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1881990/paladinregistry-CFD-Investments,-Inc-detailed-disclosure.html