Leodegario Q. Camacho

CAMACHO CAPITAL PLANNING ADVISORS LLC

Monmouth Junction, NJ 08852

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CRD#: 2842491

Professional summary

Leodegario Quinto Camacho, who also goes by Gary Q Camacho, is a registered financial advisor currently at CAMACHO CAPITAL PLANNING ADVISORS LLC located in Monmouth Junction, New Jersey.

Leodegario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Leodegario has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Q Camacho

Other business activities

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.

-PARTNER OF AN ACCOUNTING FIRM, CAMACHO & CAMACHO, LLP. NO COMMISSIONS RECEIVED; Start Date: 01/01/2023; 100 hours per month; 60 hours per month during securities trading hours. -MEMBER OF A REAL ESTATE RENTAL BUSINESS NAMED, MTMMK PROPERTIES LLC. NO COMMISSIONS RECEIVED; Start Date: 01/01/2023; 2 hour per month; 0 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leodegario Quinto Camacho's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 26, 2023 - Present

CAMACHO CAPITAL PLANNING ADVISORS LLC

Office #1: 4105 Us Hwy 1 Suite 12, Monmouth Junction, NJ 08852

RIA

CRD#: 325184

Monmouth Junction, NJ

Past

December 4, 2006 - December 31, 2022

WORLD INVESTMENTS, LLC

RIA

CRD#: 20626

MONMOUTH JUNCTION, NJ

Past

October 31, 2001 - December 31, 2022

WORLD INVESTMENTS, LLC

CRD#: 20626

MONMOUTH JUNCTION, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/26/2023)

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.

Exams

State Security Law Exam

Series 63

Date: 12/11/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/1/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/30/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAMACHO CAPITAL PLANNING ADVISORS LLC

CRD#: 325184 / SEC#:

New Jersey

Registered Investment Advisory firm - (7/26/2023 Approved)

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Contact information

Main Address

4105 Us Hwy 1 Suite 12, Monmouth Junction, NJ 08852

Mailing Address

Phone number

(732) 821-9025

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 3,712,596

Red Flags

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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Leodegario Q. Camacho

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leodegario Quinto Camacho's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMACHO CAPITAL PLANNING ADVISORS LLC

WORLD INVESTMENTS, LLC

WORLD INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/11/2006

Series 65

Date: 12/1/2006

SIE

Date: 10/1/2018

Series 6

Date: 10/30/2001

Current Firm

CAMACHO CAPITAL PLANNING ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAMACHO CAPITAL PLANNING ADVISORS LLC

TRUST BUT VERIFY

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