EdwardCamp- Financial Advisor Mishawaka, IN

Home > Financial Advisor Directory > indiana > mishawaka

About Edward Camp

I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future.

Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

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

Years of Experience in Financial Services

Number of Years with Current Firm

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

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

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

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

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Edward Camp

CFD Investments, Inc