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 1. Vincent Camarda
 2. Search
 3. Advisors
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 5. Home


VINCENT CAMARDA CFP

5260 Merrick Road, Massapequa, NYWebsite

Firm: A.g. Morgan Financial Advisors LLC


 * Overview
 * Certifications
 * Specialities/Services
 * Cost & Fees
 * Experience
 * Disclosures
 * More

 * Employment History
 * Client Types
 * Office Location & Contact

 * Overview
 * Certifications
 * Specialities/Services
 * Cost & Fees
 * Experience
 * Disclosures
 * Employment History
 * Client Types
 * Office Location & Contact


Claim/Edit Your Profile
Claim/Edit Your Profile


OVERVIEW


WHAT SHOULD I KNOW ABOUT THIS ADVISOR?

Vincent Camarda is a financial advisor in Massapequa, NY, and have earned their
CFP. They have been in practice for 13 years, the last year at Ibn Financial
Services Inc.

 * CFP Certification

 * 13 Years Experience

 * 4 Fee Structures for A.g. Morgan Financial Advisors LLC

 * 2 Services offered by A.g. Morgan Financial Advisors LLC

 * 4 Disclosures obtained from SEC


LEARN MORE ABOUT THIS ADVISOR

CertificationsSpecialities/ServicesCost & FeesExperienceDisclosuresEmployment
HistoryClient TypesOffice Location & Contact



CERTIFICATIONS & DESIGNATIONS


 * CERTIFIED FINANCIAL PLANNER (CFP)
   
   This professional designation is issued by the Certified Financial Planner
   Board of Standards Inc. Certified financial planners have more extensive
   training and education than regular financial planners. CFPs also must pass
   an exam, follow the CFP Board's ethical standards and complete 30 hours of
   continuing education every two years. The CFP designation is considered one
   of the top certifications in the financial planning field, and less than 20
   percent of financial advisors hold this title, according to the CFP Board.
   The CFP education program includes college-level classes in the areas of
   general financial planning, insurance planning, investment planning, income
   tax planning, retirement planning, estate planning, interpersonal
   communication, professional conduct and fiduciary responsibility, and
   financial plan development. Prospective certified financial planners must
   also have a bachelor's degree or higher, as well as at least 6,000 hours
   (roughly 150 weeks of full-time experience, or 2.9 years) of professional
   related experience. CFP applicants must also go through a background check
   before being given the CFP designation, and must pay $325 per year to uphold
   the professional certification.


WHAT DOES THIS ADVISOR SPECIALIZE IN?

Find a financial advisor who specializes in the area of expertise you require.
It's important to find an advisor who can help you approach your personal and
financial goals in addition of any unique situations you may have.


 * FINANCIAL PLANNING
   
   An advisor with a financial planning specialty can help you develop an
   effective plan to reach your financial goals by examining your assets, which
   can include investment, savings and retirement accounts. If you want to make
   a large purchase, like a house or car, this individual can also tell you if
   it's a smart buy based on your financial situation.


 * PORTFOLIO MANAGEMENT FOR INDIVIDUALS OR SMALL BUSINESSES
   
   Individuals and small-business owners can consult an advisor with this
   specialty for assistance making the most money from their investment
   portfolios. Advisors with this background can help you choose good
   investments and recommend whether you should take an aggressive or
   conservative investment approach.




HOW IS THIS ADVISOR PAID?

Compensation types are listed for A.g. Morgan Financial Advisors LLC.  Contact
the advisor for individual fee structure details.


 * FEE-ONLY (I DO NOT RECEIVE COMMISSION FROM SERVICES RENDERED)
   
   


 * FEE-BASED (I RECEIVE COMMISSION FROM INVESTMENT OR INSURANCE PRODUCTS, AND I
   ALSO CHARGE A FEE)
   
   Percentage of Assets, Hourly Fee, Commission-based


 * COMMISSION-BASED (I ONLY RECEIVE COMMISSION FROM SERVICES RENDERED)
   
   

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debugging purposes.


RELATED CONTENT

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YEARS OF EXPERIENCE

04812Years of experienceThis AdvisorState Average1316

Years of Experience is the number of years an individual is registered as an
investment advisor only, rather than combined years of experience as either an
investment advisor or broker.

Edit Your Profile

Showcase your expertise and keep your information up to date by connecting with
potential clients.

Edit Your Profile
Edit Your Profile


MORE ABOUT THE ADVISOR

Data obtained from U.S. Securities and Exchange Commission updated as of
12/14/2022


DISCLOSURE EVENTS

This advisor has 4 disclosure filings

Financial Advisors


FINANCIAL ADVISOR DISCLOSURES TO KNOW

Knowing what information you have access to – and where to find it – is key to
finding a great advisor.

John Divine and Coryanne HicksJune 24, 2021



Data obtained from U.S. Securities and Exchange Commission. When financial
advisors have events in their practice that could influence their ability to
advise clients, they’re required to disclose those events to regulators. Such
disclosure event filings can include certain criminal and civil matters,
regulatory actions against them, customer complaints or instances of arbitration
or termination of employment. The existence of such filings may not result in
censure or penalty for an advisor and customer complaints against advisors may
be frivolous. Also, such filings may not represent all regulatory or legal
actions against a firm or advisor. For more detailed information on Vincent
Camarda’s conduct, please visit Finra’s BrokerCheck, the SEC’s Investment
Adviser Public Disclosure database, or your state’s regulatory agencies.




EMPLOYMENT HISTORY

Name

Years

Dates

Ibn Financial Services Inc1 year, 9 monthsApr 2021 - PresentTraderfield
Securities Inc.4 yearsJan 2019 - PresentA.g. Morgan Financial Advisors LLC8
yearsJan 2015 - PresentAmerican Portfolios Financial Services, Inc.4 years, 8
monthsApr 2014 - Dec 2018LPL Financial LLC4 years, 6 monthsOct 2009 - Apr 2014



Ibn Financial Services Inc 1 year, 9 months YearsApr 2021 - Present Dates

Traderfield Securities Inc. 4 years YearsJan 2019 - Present Dates

A.g. Morgan Financial Advisors LLC 8 years YearsJan 2015 - Present Dates

American Portfolios Financial Services, Inc. 4 years, 8 months YearsApr 2014 -
Dec 2018 Dates

LPL Financial LLC 4 years, 6 months YearsOct 2009 - Apr 2014 Dates


CLIENT TYPES

Client information is for A.g. Morgan Financial Advisors LLC and are based on
percentage of assets under management. Client types are by firm, and represent a
percentage of assets under management. For additional information on Vincent
Camarda's client base, please contact the advisor.

66.7%

Individuals

16.7%

High Net Worth Individuals

16.7%

Corporations or Other Businesses


OFFICE LOCATION & CONTACT

Address

5260 Merrick Road, Massapequa, NY 11758

Website

Website

Map

Open in Google Maps

THE MOST IMPORTANT AGES FOR RETIREMENT PLANNING

The Most Important Ages for Retirement Planning: Age 50
The Most Important Ages for Retirement Planning: Age 59 ½
The Most Important Ages for Retirement Planning: Age 65
The Most Important Ages for Retirement Planning: Age 66
The Most Important Ages for Retirement Planning: Age 70 ½





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