Eduardo Camacho
Professional summary
Eduardo Camacho, who also goes by Eddie Camacho, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Los Angeles, California and CHARLES SCHWAB & CO., INC. located in Los Angeles, California.
Eduardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Eduardo has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eduardo Camacho's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 9, 2024 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 2029 Century Park East Floor 37 & 38, Los Angeles, CA 90067August 13, 2020 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 2029 Century Park East Suite 940, Los Angeles, CA 90067January 23, 2023 - December 9, 2024
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/28/2020)
(12/9/2024)
Exams
Series 7TO
Date: 7/17/2020
General Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
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.
