Camden Financial Services

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Keller, Texas
CRD number
19925
Registered since
March 13, 1987

Firm profile

FINTRX

Overview

Camden Financial Services is organized as a corporation and is classified in the data set as an investment bank. The firm is privately owned by an individual and the publicly available profile provides very limited detail about its client-facing activities or fee arrangements. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is reported as not being a multi-state adviser, not a pension consultant, and not a related adviser. Beyond those attributes, the firm has not supplied information about its specific advisory, investment, or business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alexander Cappello

    Alexander Cappello

    Chairman and Chief Executive OfficerCRD 1544284

Contacts

3 of 7
  • Louie Ucciferri

    Louie Ucciferri

    FinOpCRD 1156956

  • David Losito

    David Losito

    Managing DirectorCRD 1404127

  • Gerard Cappello

    Gerard Cappello

    Managing DirectorCRD 1766527

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Keller, TX

Tarrant

Location

Keller, TX

Headquartered in Keller, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
4913 Bateman Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth