EdwardCamp- Financial Advisor Mishawaka, IN

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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

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

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Additional Detailed Disclosures
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Paladin Research Report For:

Edward Camp

CFD Investments, Inc