Gerald Anthony Camera
CFP®, ChFC®Professional Summary
Gerald Anthony Camera, CFP®, ChFC®, who also goes by Jerry Camera, is a registered financial advisor currently at LIBERTY SQUARE WEALTH PARTNERS LLC located in Ocala, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Bethlehem, Pennsylvania. Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Gerald has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Financial Planning
- Business Services
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Investment Management
Other Aliases
Jerry Camera
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
LIBERTY SQUARE WEALTH PARTNERS LLC
Contact Information
Main Address
1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017Phone Number
(610) 865-5803# of Employees
6SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,668AUM (Assets Under Management)
$567,782,618Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
LIBERTY SQUARE WEALTH PARTNERS LLC
State Registrations and Notice Filings
(8/27/2024)
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(9/18/2024)
(8/23/2024)
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(9/29/2026)
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(9/13/2024)
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(9/16/2024)
(8/27/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gerald Anthony Camera's CRS (Customer Relationship Summary).
Services Offered by Gerald
- Retirement Planning
- Financial Planning
- Business Services
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Investment Management
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